FINANCIAL PLANNING

People & Products

Interprac FP recruits Capstone’s Rae Stagbouer as its national advice manager to support its growing network of accountant trained advisers....

Editorial

The Federal Opposition’s calls for a Royal Commission into the banking industry represents a continuation of a campaign started by industry funds nearly three years ago....

Editorial

There has been much said and written about the new accountants licensing regime, but specialist financial services lawyer, Ian McDermott suggests it may not actually be f...

Features

Video advice takes off, older Australians take up phone-based advice, and more people want comprehensive advice instead of scaled, Jessica Amir finds. ...

Financial planning

The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....

Financial planning

Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....

Editorial

When it comes to taking home the big bucks in the planning industry, it is experience that counts, the Money Management Salary Survey reveals....

Features

Financial planners working for retail banks are the most likely to believe their employer does not value the work they do, the Money Management Salary Survey reveals....

Financial planning

Experience counts for those looking to earn top dollar in the planning industry, data from the Money Management Salary Survey reveals....

Financial planning

Financial planners working for aligned groups account for a significant proportion of the growth in salaries across the planning industry, the Money Management Salary Sur...

Policy & Regulation

Not-for-profit fund UniSuper has welcomed the Government’s move to boost ASIC funding instead of pursuing a Royal Commission into the banking and financial services indus...

Financial planning

Brad Fox says associations such as the AFA need to identify advisers, licensees and institutions who aren’t doing the right thing....

Financial planning

A reality check is needed for one-third of Gen Y who plan to retire in their 30s, according to ING Direct....

Financial planning

Fiducian expands its practice development model by making key hires and changing the way franchises are managed...

Financial planning

Australia’s financial planning industry should look at employing more staff to secure the loyalty of planners, the Money Management Salary Survey reveals....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 5 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago