financial planning

Financial planning

Given a family background in financial advice and a well-recognised commitment to the industry, it is hardly surprising that well-known Sydney planner, Claire Mackay, has...

Financial planning

Paraplanners on the rise

A Melbourne para-planner, William Vuong, has been named the inaugural Money Management/Fiducian Paraplanner of the Year. ...

Financial planning

Institutional ownership myth destroyed by ASIC data

The myth of institutional domination has been exposed as false with ASIC data revealing they control less than 50 per cent of advisers....

Financial planning

Fordham expands to Sydney

Perpetual-owned business advisory and accounting provider Fordham has announced it is expanding in Sydney due to market demand....

Financial planning

Retirement advice needs to ramp up

Financial advice for retirees needs to improve significantly, funds must boost member engagement, and a CIPR approach will not provide tailored products to individuals. ...

Financial planning

You can’t regulate against bad ethics

The CFA Institute urges an oath-based approach as it tells Treasury you can’t regulate against bad ethics....

People & Products

AIA enhances Priority Protection

Life insurer AIA Australia has announced a number of enhancements to its Priority Protection product, including a new option specifically targeted at business owners....

People & Products

GPS Wealth white labels Hub24 platform

Specialist investment administration provider HUB24 and licensee, GPS Wealth, announced this week they had launched a new white label platform....

Financial planning

Group advantage being lost to planners

APRA reveals emerging terms and conditions changes which are likely to curb the attractiveness of superannuation group life for planning clients. ...

Financial planning

UK clients may cause legal trouble for Australian planners

Expat UK clients of Australian planners may expose them to legal action stemming from changes to UK pension laws which could result in clients being hit with a 55 per cen...

Financial planning

Businesses shy away from financial advice

Bad publicity and negative press coverage of the financial planning industry may be deterring businesses from seeking financial advice....

Financial planning

Consumers expect adviser compliance but are not interested in it

Consumers want advisers to be compliant but prefer advice focused on them and not on keeping the adviser out of trouble according to Centrepoint Alliance head, John de Zw...

Funds management

Cbus/FPA deal stemmed member leakage

Industry fund Cbus acknowledges it stemmed serious high balance member leakage to SMSFs via its FPA planning referrral deal....

Financial planning

Budget boon for financial services

A cut to the company tax rate and a deduction for items purchased under $20,000, are big Budget wins for the financial advice sector, experts believe....