FINANCIAL PLANNING

Life/Risk

The Association of Financial Advisers has claimed vindication following the Government's announcement of key changes to the underlying LIF regulations, including reducing...

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People & Products

Perpetual Investments has promoted Matt Thompson to the role of general manager of distribution....

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People & Products

Former Premium Wealth Management chief executive, Paul Harding-Davis, has extended his consulting work to AdviceIQ....

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Financial planning

Financial advisory firm, Securitor, has awarded its advisers at a gala dinner celebrating 30 years of partnerships in the advice space....

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Financial planning

Strategy Steps’ co-founders have sold their firm to software product and online tool firm, knowIT group, as they look to focus on aged care....

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Top 100

Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...

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Editorial

There will always be a big question mark over whether churn was a real problem or a handy political lever, but the outcome represents the exercise of pragmatic politics....

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Policy & Regulation

The Australian Securities and Investments Commission will scrutinise non-advised life/risk sales as a central element of the second stage of its examination of claims han...

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Financial planning

Planner numbers have remained almost intact for the third year in a row, according Money Management’s TOP 100 Financial Planning Groups survey....

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Funds management

Lonsec has sold its broking business to FinClear with a rebrand likely down the track and said it would be business as usual for stockbroking clients....

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Financial planning

AFA chief executive, Brad Fox, has stressed the need for advisers to experiment and share results with their peers to adapt to change and thrive....

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Policy & Regulation

The Government's legislation underpinning the Life Insurance Framework will enter Parliament next week with the Minister for Revenue and Financial Services, Kelly O'Dwyer...

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Policy & Regulation

Advisers must collectively embrace legislative and regulatory change to cope with an increasingly complex advice world that is no longer about selling insurance....

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Financial planning

Pressures on margins as well as the introduction of the Future of Financial Advice led Suncorp to the belief that aligned advice was not core to its business....

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Financial planning

ASIC deputy chairman, Peter Kell, has delivered an optimistic assessment of progress in improving the advice culture but has warned of a long journey ahead....

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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 4 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 ago