FINANCIAL PLANNING

Financial planning

Residential aged care facilities need urgent Government funding as new data shows 41 per cent of providers reported a loss at December 2017, with a further 56 per cent ex...

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Financial planning

Financial planners are increasingly specialising, with their focus often times being on clients who are of a similar generation to themselves, according to Investment Tre...

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Financial planning

Mortgage brokers are being urged to prepare for financial planning-like changes as the industry undergoes various reviews of the system and remuneration models....

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Financial planning

A key industry fund body is urging the retention of ‘general advice’ as the creation of a new category ‘conflicted general advice’....

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Features

Amid confusion and outcry amongst financial advisers about the Financial Advisers Standards and Ethics Authority’s education proposals, it is worth remembering how reform...

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Tools & guides

Using a less compliance-heavy investment approach, advice businesses can manage higher volumes and compete for clients with a superior service offering, writes Alex Zaika...

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Financial planning

DST System’s Shaun McKenna says the future of the financial services industry will see automated services implemented straight to the core of every business. ...

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Features

Mike Taylor writes that notwithstanding their vocal protestations over the Financial Adviser Standards and Ethics Authority regime financial planners have few friends in ...

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Financial planning

The Association of Financial Advisers has cautioned the Financial Adviser Standards and Ethics Authority to be mindful of the importance of retaining advisers in the plan...

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Financial planning

The Minister for Revenue and Financial Services, Kelly O’Dwyer has again attributed the Government’s establishment of the Financial Adviser Standards and Ethics Authority...

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Financial planning

Adviser and client interest in managed accounts has soared, and there have already been clear commercial winners. Money Management wants to know who actually benefits mos...

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Financial planning

The Financial Adviser Standards and Ethics Authority has confirmed which advisers with related degrees will need to undertake bridging courses....

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Financial planning

New data has confirmed the degree to which the Government’s $1.6 million pension cap has choked flows into retirement income....

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Financial planning

A plaintiff law firm has called for changes to whistle-blowing legislation claiming it was stymied by tactics utilised by IOOF....

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Financial planning

The Financial Planning Associated has cited the “massive losses” associated with agricultural and forestry managed investment schemes in urging the Government to amend le...

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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 5 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 1 day ago