FINANCIAL PLANNING

Financial planning

Digital and robo-advice has the potential to reduce costs on simple advice to around one-hundredth of their current levels, according to a cloud based platform provider....

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Financial planning

ASIC began proceedings in the Victorian Federal Court against failed land banking company Midland HWY, for appointing Hall Chadwick as administrators without notifying in...

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Top 100

AMP and the big four control even less of the wider market than first revealed by Money Management and far short of the 80 per cent ownership figure often spoken about in...

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Top 100

Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...

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Top 100

Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....

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Financial planning

Building consumer trust - not digital disruption - is the biggest challenge facing the wealth management industry, delegates at Money Management’s Platforms and Wraps con...

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Financial planning

A Queensland couple are facing civil action over allegations that they have been providing financial services without and AFSL....

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Life/Risk

New research confirms Trowbridge impact with life/risk advisers moving to make comprehensive advice a greater part of their businesses....

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Financial planning

Money Management’s Platforms and Wraps Conference told robo advice can help restore trust in financial planning industry....

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Financial planning

The corporate regulator has ordered people under investigation to pay its investigation costs and expenses if they are convicted of the offence, or face a penalty....

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Financial planning

The Australian Securities and Investments Commission has stepped back from imposing added disclosure requirements around advice on SMSF set-ups....

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Policy & Regulation

ASIC has issued new guidance giving financial services firms greater scope to use digital disclosure....

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Financial planning

Financial services employers are increasing employee remuneration as a retention strategy for their most valued, according to a report....

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Financial planning

Risk specialist practice, MBS Insurance, has joined the Bombora Advice group, as the business seeks to capitalise on the opportunities of the post-FOFA/Trowbridge era....

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Financial planning

BGL Corporate Solutions partners with InvestmentLink to extend offering to platforms and wraps data....

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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 3 days ago

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

6 days 8 hours ago