FINANCIAL PLANNING

Superannuation

StatePlus managing director, Michael Monaghan, has confirmed his exit from StatePlus following the First State Super transaction....

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Financial planning

There was nothing to be gained for the Government by mandating the LIF, and the FSC must have initiated the changes to the framework, a financial planner said. ...

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Financial planning

Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...

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People & Products

Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....

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Editorial

There is a growing body of evidence to suggest that the aged care industry needs the same sort of regulatory oversight as financial planning, including a best interests d...

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Editorial

Mike Taylor writes that ASIC’s proposal for a regulatory sandbox may prove to be a decisive element in the growth of Australian fintechs....

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Features

Australians are living longer and intending to work longer than ever before. Jessica Amir explores how the industry is evolving, what changes you can expect, and how to a...

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Features

A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of s...

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Tools & guides

While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes....

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Tools & guides

Annuities give investors a better outcome than standard bond investments and give the benefit of securing income and peace of mind, Aaron Minney writes....

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Financial planning

Plaintive law firm, Slater and Gordon, has moved to leverage ASIC’s ‘best interests’ legal action against NSG Financial Services, seeking unhappy clients who want to purs...

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Life/Risk

The new Life Insurance Framework appears to be causing consolidation in the life/risk sector as single adviser operations feel the squeeze....

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Accounting

The latest Commonwealth Bank Accounting Market Pulse suggests accounting firms are still looking to financial planning as an area for diversification and revenue growth....

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Editorial

Federal Opposition leader, Bill Shorten, has declared that a Labor victory will bring forth a Royal Commission into the banks but the reality is that all sections of the ...

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Funds management

Bennelong shares its portfolio secrets, after it was named the best performing Australian share fund. ...

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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 4 days ago

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

1 week ago