FINANCIAL PLANNING

Financial planning

Value doesn’t stem from superior stock selection but comes from a tactical and strategic approach to investing in growth and defence assets: Findex...

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People & Products

Crystal Wealth has continued to grow its team and its funds under advice, including the recruitment of former FPA board member, Louise Lakomy....

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Financial planning

Poor management is the single biggest issue separating Australian planners from receiving the salary they believe they deserve, the Money Management Salary Survey reveals...

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Accounting

CPA Australia Advice vows to remain indifferent to competition and to run its own race in the financial planning space....

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Financial planning

National home loan sizes had their sharpest three month decline since 2000, according to fresh analysis from a comparison website. ...

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Financial planning

Paul Barrett’s AZ Next Generation group has acquired another planning practice - Chatswood-based Priority Advisory Group....

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Financial planning

Planning group Paragem has warned practices to look at their options as the ASIC Class Order permitting so-called Limited Managed Discretionary Accounts sunsets....

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Financial planning

NAB has appointed its former chief risk officer for product and markets, John Comito, as its new executive general manager for asset servicing....

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Financial planning

NAB restructures to create NAB Private to enable better servicing of high net worth clients....

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Policy & Regulation

CPA Australia Advice has set out the pricing around its accoutants licensing offer with the caveat that it all depends on ASIC granting an AFSL....

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Financial planning

Holding onto star performers is proving tough for Australian businesses across a range of white collar sectors, including the financial services industry, research reveal...

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Superannuation

BT Financial Group has selected Class Super to provide accounting software for BT Panorama’s SMSF administration offer....

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Financial planning

Ignition Wealth’s new automated financial advice technology helps free up advisers’ time by allowing customers to do more data entry and administration....

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Funds management

Australia’s ETF sector is set to continue to grow at a rapid pace over the coming year, research reveals....

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Funds management

Advisers are looking to small cap funds due to the low earnings growth being delivered by companies on the ASX100, a fund manager believes....

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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