IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...
Godfrey Pembroke Practice Development Group (GPPDG) is in negotiations with the dealer group's management that may result in significant changes to the dealer group's pro...
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
The Financial Planning Association has formerly rejected a claim in a submission to the Parliamentary Joint Committee on Corporations and Financial Services that membersh...
A significant fall in funds under management and income in Challenger Financial's funds management business, as well as investment losses in its life business, has contri...
NAB Financial Planner Banking has produced research analysis that quantifies the rate at which gearing can leave an advice firm with unmanageable debt when the market det...
Fund performance data released by the Australian Prudential Regulation Authority offers consumers very limited assistance in checking the relative performance of super fu...
Up to six boutique advice firms are being forced by lenders to sell all or part of their client books each week, according to John Birt, principal of advice firm buyer co...
Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...