FINANCIAL PLANNING

Financial planning

The Superannuation Complaints Tribunal has broken new ground by ordering a superannuation fund to reimburse nearly 10 years of fees deducted from a member’s account for a...

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Financial planning

The Royal Commission has heard that Colonial First State paid advisers who had been receiving trailing commissions a one-off $750 fee, so they could re-engage with their ...

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Knowledge Centre

Heidi Schwegler, AHS Financial principal, always wanted to become a financial adviser with an underlying desire to help people make sense of their finances....

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Financial planning

The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....

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Expert Analysis

West Australian adviser, Vincent Holland, discusses what is likely to change for financial planning practices as they seek to deal with the consequences of the Royal Comm...

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Financial planning

NAB/MLC sought to retain grandfathered payments within a superannuation successor fund transfer for fear of losing financial planners and their clients....

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Knowledge Centre

With the financial advice landscape set to significantly shift over the next three to five years, advisers should arm themselves with insights that can help their busines...

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Financial planning

Financial advisers will have access to specialised content on clients with dementia following a new partnership between Kaplan Professional and Dementia Australia....

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Financial planning

The Association of Financial Advisers has told the Productivity Commission that clients actually do get value from trailing commissions and should be informed of that val...

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Financial planning

Deakin University has told the Financial Adviser Standards and Ethics Authority it believes financial planners want the exam process to cover areas that are relevant to w...

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Financial planning

Australians think it is up to them to make sure they have enough money to retire, and 20 per cent plan to rely on friends and family for retirement advice, according to S...

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Financial planning

New rumblings have emerged within CPA Australia over the costs and handling of CPA Australia Advice....

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Financial planning

The quality of 1,800 financial advice licensees will be rated under a new ratings system proposed by Adviser Ratings....

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Knowledge Centre

Investing is a skill that can be learnt and a handful of core skills can help you understand the market and achieve better outcomes....

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Outsider

As sad as Outsider was to learn that Australians have lost about $1,000,000 a week to scams thus far this year, he was surprised to see the news arrive in his inbox court...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 1 week ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks 6 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 6 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

1 week 2 days ago