FINANCIAL PLANNING

Life/Risk

Col Fullagar points to push towards advice-based approach to life/risk via a truly wholesale risk insurance premium....

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Financial planning

A global study has found that 44 per cent of consumers still rely on family and friends for financial advice....

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Superannuation

Super fund executives have been told good financial advice trumps investment management in delivering adequate retirement incomes....

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Financial planning

While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....

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Financial planning

There is growing interest among financial advisers to implement social media strategies into their businesses to connect with clients....

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Life/Risk

Advisers’ uptake of a program aimed at supporting them to transition from up-front commissions to a hybrid system reflects their willingness to change, a life insurer bel...

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Editorial

While 2015 threw up its share of challenges for financial planners and the broader financial planning industry, it also confirmed that planners could speak with one voice...

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Policy & Regulation

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

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Financial planning

The FPA announces policy chief Dante De Gori as the successor to Mark Rantall as CEO....

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Financial planning

CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...

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Financial planning

Canadian financial planners perceive Australia’s removal of commissions as a fail which has created an advice gap....

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Financial planning

The Federal Treasurer, Scott Morrison, sees opportunities for Australian planners in an increasingly affluent but ageing China....

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Financial planning

National Australia Bank’s premium wealth brand, JBWere makes three key appointments, including general manager, advice....

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Financial planning

The Federal Government intends reconstituting the Financial Sector Advisory Council but will planners get a voice?...

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Financial planning

Macquarie wants planning and accounting firms to provide benchmarks across fees, remuneration structures and retention strategies....

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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....

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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

6 days 20 hours ago