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ADVICE
Financial planning
Over a third of Australians say they have minimal confidence in their retirement preparations and 64% say they would like to receive advice from their superannuation fund...
Funds management
Development of an advice software solution is one of two factors that have led AMP to announce impairment charges of $68 million for FY22. ...
Financial planning
Advisers concerned about possible growth in superannuation funds providing financial advice after the Quality of Advice Review could wait longer than expected, according ...
Financial planning
The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...
Financial planning
BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...
Financial planning
One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....
Financial planning
The Centrelink Home Equity Access Scheme has been identified as a possible advice option for advisers, having previously been thought of as a credit product which require...
Financial planning
Licensees will need to ensure their advisers’ Financial Adviser Register record states if they can provide tax (financial) advice by 1 February, 2023. ...
Features
Research shows that many people are unprepared when it comes to planning for death. What are advisers offering to support clients in this area and is there more that coul...
Financial planning
In a year of bannings, regulatory legislation and financial services reviews, Money Management collates the top 10 stories this year....
People & Products
Hobart-based Kyle Brown Wealth Management is the latest firm to join Count’s national advice community....
Funds management
A finfluencer who offered seminars in share trading has been found by the Federal Court to have contravened the Corporations Act by providing financial product advice wit...
Financial planning
A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...
Financial planning
A Monash University report gauging the pressures experienced by young Australians has looked into financial literacy and security among 18- to 24-year-olds. ...
Financial planning
A University of Southern Queensland study has attempted to measure the progress made towards achieving recognised professional status within the Australian financial plan...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...