FINANCIAL PLANNING

Funds management

Lazard Asset Management has launched its Global Equity Franchise Fund to enable Australian investors to reduce their exposure to domestic risks....

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Superannuation

The Australian Securities and Investments Commission has taken another look at the ISA’s compare the pair advertising campaign amid Senate suggestions it does not compare...

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Financial planning

AMP’s closure of Genesys Wealth Advisers has weighed on its third quarter cashflows....

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Financial planning

The FPA has provided Treasury with its submission on the proposed industry funding model for ASIC. In its submission, the FPA has highlighted its concerns about the equit...

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Financial planning

Mark O’Toole, the founder and managing director of Ascent Private Wealth, has been appointed to the FPA Board....

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Financial planning

Following a redesign of the AFA’s leadership team, the association has appointed Roz Kaye to the newly created role of member services manager....

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Financial planning

A wholesale service provider’s AFSL has been cancelled by ASIC at the business’s request, two months after the regulator suspended it....

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Financial planning

The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...

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Financial planning

Consumers go to planners with the belief that they are professionals in the same context as lawyers and accountants, and are surprised when they find otherwise....

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Policy & Regulation

The Government’s response to the FSI to lift professionalism in financial advice and planning through education has been welcomed by industry bodies...

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Financial planning

MDS Financial Group has acquired 100 per cent of Sequoia Wealth Group and will rebrand as Sequoia....

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Policy & Regulation

The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....

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Financial planning

The Paul Barrett-led AZ NGA Group has taken a 51 per cent stake in Gareth Hall’s Wise Planners business....

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Financial planning

Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...

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Financial planning

Financial planners must avoid jargons and technical terms and find other ways to communicate with female clients about their finances to put them at ease, a financial pla...

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GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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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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