FINANCIAL PLANNING

People & Products

PIMCO has announced the launch of its new digital education platform, Market Intelligence....

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Financial planning

The financial and insurance services industries had the highest gender pay gap compared to other industries but it had improved year-on-year....

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Financial planning

AFSLs must prioritise and incorporate cyber resilience in their risk management systems to fulfil their licence obligations....

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Financial planning

The Australian Securities and Investments Commission has admitted it cannot regulate the number of products on an APL or which products advisers choose....

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Financial planning

Paul Barrett’s AZ Next Generation Advisory has added Mornington Peninsula-based Dunsford Financial Planning to its growing stable of financial planning practices....

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Financial planning

A Queensland planner has been sentenced to 10 years imprisonment by the Brisbane District Court on 25 separate charges brought by the Commonwealth Director of Public Pros...

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Financial planning

The Association of Goals Based Advice held its first conference to provide strategies on how to implement a goals-based advisory business....

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Financial planning

The corporate regulator has cancelled one AFSL and suspended another as the firms failed to lodge financial statements and auditor’s reports....

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Financial planning

Financial advisers should consider moving from a vertically integrated system and into their own AFSL into a conflict-free zone....

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Tools & guides

The practical complexities of the $1.6 million transfer balance cap for SMSFs could be more far-reaching than additional reporting requirements, writes Fabian Bussoletti....

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Financial planning

NAB has stated it expected to cut 6,000 jobs by 2020 as it looked to automate the business, while its FY18 expenses expected to grow....

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SMSF

A Sydney woman accused of dishonestly obtaining funds a client’s SMSF account and dealing with the prospects of crime has pleaded guilty, following an investigation by AS...

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Financial planning

A former NAB adviser has pleaded guilty to two charges of submitting financial planning documents for his own personal gain....

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Superannuation

Implementation issues mean that RG97 has resulted in the illusion that superannuation investment fees and costs have risen by around 0.20 per cent per year, according to ...

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Financial planning

ANZ has resulted a full-year profit of $6.41 billion but its divisional results provide proof of the sense of its substantial exit from wealth....

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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