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Financial planning

29 Jan

Hiring intentions restrained across financial services

Demand for finance and accounting professionals in the financial services industry is expected to remain subdued over the first quarter of 2013, according to the 'Robert ...

Financial planning

29 Jan

Industry welcomes ASIC's approach to fee disclosure

The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....

Financial planning

29 Jan

Wickham collapse leaves 300 investors in the cold

The director of collapsed Brisbane-based Wickham Securities, Bradley Sherwin, has appointed PPB Advisory as voluntary administrator....

Financial planning

29 Jan

Global CFP numbers increase

The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...

Financial planning

29 Jan

Smaller adviser firms jointly cut platform costs

Premium Wealth Management has entered into a deal with Bronny Speed and Angus McLeod's AdviceIQ partners to access the AFSL underpinning PortfolioIQ....

Financial planning

29 Jan

Advisers still trying to tackle fee disclosure automation

With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...

Financial planning

29 Jan

Abbott commits to super certainty

Federal Opposition leader Tony Abbott has committed the Coalition to superannuation policy certainty....

Financial planning

29 Jan

Making sure your investment return projections add up

In order to meet clients’ changing demands, financial planners need to review their standard practices – especially with regards to return projections, writes Fiducian’s ...

Superannuation

25 Jan

SPAA partners with UN investor advocacy committee

The SMSF Professionals' Association of Australia (SPAA) has signed up to a UN committee that supports approximately 300,000 advisers globally....

Funds management

25 Jan

A-REITs rally may have run their course

Australian real estate investment trusts (A-REITs) have delivered solid results over the past two years - but investors shouldn't expect the same level of returns going f...