FINANCIAL PLANNING

Financial planning

More work needs to be done on commission-based adviser remuneration in Australia because the research signals are mixed, according to wealthdigital’s Rod Lavery....

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Financial planning

A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...

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Financial planning

Greater transparency will help address anomalies in the way in which superannuation fund salaried financial advisers are paid from administration and investment fees, acc...

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Financial planning

A number of financial advisers have questioned whether the Australian Securities and Investments Commission is being consistent in its treatment of salaried financial pla...

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Financial planning

The Financial Planning Association urged the Treasury to ensure the costs of extra regulatory scrutiny of major licensees such as the banks and AMP were not ultimately ca...

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SMSF

As the end of the month approaches, self-managed super fund members with cash to spare are being urged to make a double contribution using an unallocated contribution res...

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Life/Risk

A new whitepaper developed by ClearView is arguing that policy-makers have railed to understand life/risks commissions and the significant risks associated with removing ...

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Financial planning

The rapidly changing legislative and regulatory environment confronting the financial planning industry combined with the damage to reputations and practice valuations fl...

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Financial planning

Netwealth has announced it will continue to support a financial education platform for kids which aims to improve financial literacy in schools....

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Features

Mike Taylor writes that the new assistant minister for Superannuation, Financial Services and Financial Technology will find some urgent matters sitting in her portfolio ...

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Financial planning

Industry superannuation funds are winning more corporate superannuation mandates and therefore making the choices about who provides financial advice....

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Financial planning

Deakin University has become the first university in the world to offer a financial planning course with professional accreditation for estate planning....

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Financial planning

Aboriginal and Torres Strait Islanders are struggling with access to financial services and suffering the most financial stress in Australia, according to a worrying new ...

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Financial planning

Fitch Ratings believes that the Australian Prudential Regulation Authority proposals could slightly raise risk within mortgage portfolios where borrowers are granted mort...

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Financial planning

The Financial Planning Association and the Association of Financial Advisers have formed a joint taskforce to help guide the future of life/risk commissions....

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MARKET INSIGHTS

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

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

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

5 days 19 hours 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. ...

1 day 10 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago