FINANCIAL PLANNING

Financial planning

A new survey has revealed significant support among superannuation fund executives and trustees for the in-sourcing of financial planning....

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Financial planning

Eureka Whittaker Macnaught, licenced with Financial Wisdom, acquired Ken Mann’s financial planning practice on the NSW Central Coast....

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Financial planning

The Australian Taxation Office has made clear that if it grants ‘key intermediary’ status to financial advisers, it will come with conditions around higher standards and ...

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Policy & Regulation

The Federal Government has released the exposure draft legislation granting the Australian Securities and Investments Commission product intervention powers and the abil...

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Financial planning

A former Commonwealth Bank of Australia financial planner has been sentenced by the Brisbane Magistrates Court over signature forgeries. ...

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Financial planning

New findings from Mentor Education Group have shown planners will be expected to put in longer hours at the office to meet client demand....

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Financial planning

The major banks’ pursuit of the vertically-integrated bancassurance model has run its course and they should instead be looking to partnerships, according to IOOF....

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Financial planning

ASIC has banned South Australian financial adviser Ramana Rao from providing financial services for three years....

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Financial planning

Moves to increase monetary claim limits under the new Australian Financial Complaints Authority regime have prompted fears of more PI insurer exits from the financial pla...

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Financial planning

The Australian Securities and Investments Commission has accepted an enforceable undertaking from Foster Stockbroking Pty Limited....

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Policy & Regulation

Draft legislation released last week by the Federal Government has addressed hybrid mismatch arrangements within the tax system....

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Financial planning

A Government-backed Australian Securities and Investments Commission consultation paper has revealed the degree to which planners and planning firms will pay more for lic...

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Financial planning

Investment Trends’ latest research shows that consumers increasingly want financial planners to help them achieve their lifestyle, rather than just financial, goals....

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Financial planning

Centrepoint Alliance has announced the formation of a group of advice firms known as Partners’ Circle....

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Financial planning

Financial Planning Association of Australia members have taken part in several physical challenges in Tasmania to raise money for the association’s philanthropic arm....

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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 5 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