FINANCIAL PLANNING

Financial planning

Catherine Walter has been appointed as the new chair for the new Financial Adviser Standards and Ethics Authority....

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Financial planning

Australians have lost trust in the banks’ ability to balance the interests of customers and shareholders, according to the ABA....

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Financial planning

The Financial Planning Association of Australia and the Financial Executive Women have today announced a partnership to advance the progression of female planners....

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Tools & guides

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

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Financial planning

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute....

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People & Products

Fiducian Group has continued to implement its strategy with the acquisition of another financial planning practice....

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Financial planning

The ASIC industry funding model bill failed to differentiate between miscreants and those advisers who did the right thing and provided no discounts for the latter....

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Financial planning

Financial advisers would need to address and update their client’s self-managed super fund trust deeds to be compliant under the new super reforms. ...

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Editorial

The recent Australian Securities and Investments Commission report on how large financial institutions oversee their advisers has served as a sobering reminder of the cha...

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Features

As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur asks if big data can help them customise advice....

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Financial planning

New economic analysis has warned that declining levels of home ownership risk putting more pressure on the Age Pension....

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Financial planning

ASIC has permanently banned a former Anne Street Partners Queensland financial planner from providing financial services for dishonest conduct....

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Financial planning

Centrepoint Alliance said clients valued the personal relationship with their adviser as well as just the technical advice....

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Financial planning

ASIC’s review into how institutions dealt with non-compliant advisers highlighted the need for licensees/employers to follow FPA’s reference checking requirements, the FP...

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Financial planning

Breach reporting standards by the Big Four banks and AMP have been found wanting with an ASIC report finding institutions were failing to report adviser breaches on time....

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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 ...

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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 ...

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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....

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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