FINANCIAL PLANNING

Financial planning

A claimed lack of innovation in the financial planning software sector has seen independently-owned advice group, Infocus Wealth Management, develop an in-house managed a...

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Life/Risk

Life/risk advisers urged to get their paperwork in order if they want to ensure grandfathered arrangements under the new Life Insurance Framework....

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Funds management

Vanguard is the most used fund manager by Australian financial planners, as planners seek greater diversification and cost effectiveness of their client portfolios....

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Financial planning

Super and non-super reforms are needed to address the gender gap in retirement, CBA believes....

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Financial planning

Financial advisers’ focus on “superior performance” could mean investors fail to achieve their financial goals, research reveals....

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Financial planning

A former Perth-based financial adviser has been permanently banned from the financial services industry over her conduct in advising SMSF clients....

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People & Products

MBS Insurance has promoted two former para-planners to its advisory ranks....

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Financial planning

New analysis of bank annual results questions whether they are getting an appropriate return on their investment in wealth management....

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Financial planning

The time to introduce the superannuation component of the Paid Parental Leave scheme is now, the FPA believes....

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Financial planning

Fiducian makes Tasmanian acquisition to add to existing financial planning practice....

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Financial planning

Banned adviser, Bradley Sherwin, has been ordered to pay ASIC’s costs in relation to an interlocutory application made by the former Wickhams Securities chairman....

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Life/Risk

New analysis suggests Australian life insurers could face big remediation bills if ASIC were to emulate its UK regulatory counterpart in the life insurance arena....

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Financial planning

Charging clients passive fees was rampant in the financial advice industry, but there is a shift post-FOFA, Peter Kell said....

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Financial planning

ANZ has reported a record profit result of $7.5 billion, with its Wealth division making a solid contribution....

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Financial planning

The ‘real’ salary increase for 2016 is predicted to be -0.3 per cent, the first negative wage growth since the GFC, according to Hay Group....

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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 3 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....

6 days 20 hours ago