FINANCIAL PLANNING

Financial planning

Fortnum Private Wealth has called for better incentives for young professionals to become financial planners....

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Financial planning

IRESS has rolled out an updated version of XPLAN with an increased functionality allowing real-time access to individual XPLAN sessions....

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Financial planning

Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical....

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People & Products

Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....

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Financial planning

Synchron’s former Queensland state manager, Gerry Porter passed away on 29 July....

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Accounting

The Institute of Public Accountants has called for greater accountability and a legal fix from the Australian Taxation Office over perpetual technology problems....

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Financial planning

ASIC’s Greg Medcraft has used a speech to emphasise the need for all Australians approaching retirement to seek financial advice to navigate the complexities....

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Features

Equal gender representation in the financial services industry remains elusive, as unconscious bias, the gender pay gap, and rigid working conditions prevent women from b...

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Features

Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...

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Tools & guides

Josh Rundmann looks at the potential relevance of reserves in the modern era of superannuation for SMSF members....

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Financial planning

Majority of Australians were failing to proactively plan for retirement and seek financial advice despite concerns about their financial situation....

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Financial planning

South Australians in key marginal seats have spoken out against the government’s bank tax and cited concerns for the state’s financial competitiveness. ...

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Funds management

The APDC has upheld a decision to vote against the proposal to externalise APDC’s RE to 360 Capital FM....

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Accounting

Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....

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Financial planning

Institutional advice cannot be unbiased when institutions are both product manufacturers and owners of a licensee, while individual adviser licensing will be preferred as...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

4 days 11 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 3 days ago