FINANCIAL PLANNING

Tools & guides

David Barrett looks at what financial advisers need to understand now that the TTR changes come into place....

image
Financial planning

The CBA has thus far paid over $29 million in compensation for its customers who received poor advice from CFP or Financial Wisdom between 2003 and 2012....

image
Financial planning

The Finance Sector Union wants an independent Government regulator to handle background checks and other protocols aimed at weeding out financial services bad apples....

image
Editorial

The degree to which financial planning firms can access reliable capital backing is starting to drive long-term changes to the industry, Mike Taylor writes....

image
Editorial

Mike Taylor writes that serious questions are being asked about whether the Government’s proposed enhancements to the AFSL breach reporting regime will be worth the incre...

image
Financial planning

The Australian Securities and Investments Commission has been asked whether unions are giving unlicensed advice when they urge employers towards the use of particular sup...

image
Features

Oksana Patron reports that Money Management’s 2017 Salary Survey has revealed an industry which is not unduly highly paid but within which a majority of people are more t...

image
Features

The recent court decision against NSG Services Pty Ltd may not have clarified what constitutes ‘best interest’ but it highlighted the ‘reasonable steps’ an AFSL must take...

image
Financial planning

The Australian ETF market has grown 28 per cent over the year with Vanguard accounting for over a quarter of the market, according to Stockspot....

image
Awards

Prioritising a client's health and wellbeing over their financial management goals saw Charlie Fraser walk away with the Financial Planner of the Year Award 2017....

image
Financial planning

A dealer group white paper has lamented that products and personality are still driving the Australian advice industry meaning advisers have to find a better way....

image
Features

Industry engaged education is necessary for producing investment leaders of the future, Dan Daugaard writes....

image
Financial planning

Financial software provider Bravura Solutions has appointed a new global head of engineering for its wealth management division....

image
Financial planning

Research from BT Financial Group showed a third of Australians live pay cheque to pay cheque and also have debt....

image
Policy & Regulation

Debt management advisers are operating via a regulatory loophole and need to adhere to the same regulatory standards as financial planners, a parliamentary committee has...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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