FINANCIAL PLANNING

Financial planning

An industry consultant is predicting a steep increase in costs around SMSFs making small APRA funds an increasingly viable alternative....

image
Financial planning

Industry fund trustees and executives believe SMSFs are not being appropriately regulated by the ATO and should fall under the watch of APRA....

image
People & Products

Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....

image
Financial planning

Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....

image
Financial planning

Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....

image
Financial planning

A purpose-built, client focused package could signal major turning point for the international and Australian industry, says CEO Nic Pollock. ...

image
Accounting

Accountants may well have been acting rationally in not rushing to the new licensing regime, according to Premium Wealth Management’s Paul Harding-Davis....

image
Financial planning

The latest data from the Australian Bureau of Statistics suggests most Australians have come to terms with retiring after age 65 and mostly relying on their super....

image
Financial planning

The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....

image
Financial planning

Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....

image
Tools & guides

There needs to be careful consideration of the significant overlap between the requirements of the new professional standard framework under the new Standards Body and th...

image
Features

Robo-advice and digital advice was hailed as the key to reaching the majority who don't seek advice. But with providers grappling with issues like generating revenue and ...

image
Financial planning

Defence Housing Australia which has promoted itself heavily in the financial adviser community is currently the subject of an AFP investigation....

image
Financial planning

Consumers’ desire for convenience means that typical nine to five hours are no longer suitable with clients seeking advice outside the traditional working day, YBR believ...

image
Editorial

Financial planners and their clients face an inevitable period of uncertainty at a time of continuing volatility if the Government moves for a double dissolution election...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

5 days 18 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago