FINANCIAL PLANNING

Accounting

Count Financial points to utility of fee-for-service for accountants entering financial planning space....

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Superannuation

Those taking super lump sums have been getting a bum rap with many using the money to purchase a virtual income stream rather than a caravan....

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Financial planning

Financial advisers could combine robo-advice into their firm’s marketing process through principles of compliance and contemporariness....

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Financial planning

A Queensland Government submission has pointed to more women than men choosing to access financial advice provided by super funds....

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Financial planning

ASIC has banned former ‘adviser’, Tony Davidof, from providing financial services for three years....

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Financial planning

Specialist research house Dexx&r has pointed to discontinuance rates in life/risk actually moving through cycles, with the most recent cycle peaking in about September, 2...

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Financial planning

Aged care clients value guidance over product recommendations as they head into cash-flow negative territory for the first time in their lives. ...

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Financial planning

A forensic investigation has identified 17 more CBA planners requiring investigation and possible client compensation....

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Financial planning

Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....

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Financial planning

ClearView Wealth has denied reports that it is exploring sales alternatives saying no proposal has been received....

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Superannuation

UniSuper has invested in an upgrade of its advice-focused member centres across the country to provide members with a venue to meet....

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Financial planning

Over one in three Australians will delay plans to have children because of the costs of raising a family, according to new findings by Mortgage Choice....

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Financial planning

Adelaide-based Goldsborough Financial Services has returned to 100 per cent partner control with the exit of a 49 per cent private equity stakeholder....

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Financial planning

ASIC issues draft guidance which would require licensees to ensure access is available to client records even if advisers no longer work for them....

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Financial planning

Australia’s financial advisers are pioneers of reform, plotting the path to professionalism for other sectors to follow, a financial services broker 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