FINANCIAL PLANNING

INDUSTRY NEWS

The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is understood this is "a ...

INDUSTRY NEWS

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positio...

INDUSTRY NEWS

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information i...

INDUSTRY NEWS

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...

INDUSTRY NEWS

The Senate economics legislation committee has recommended Schedule 1 of the Delivering Better Financial Outcomes legislation be passed as it is a “faithful implementatio...

INDUSTRY NEWS

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....

INDUSTRY NEWS

The Senate economics legislation committee has pushed back the release of its findings on the Delivering Better Financial Outcomes bill, the same day as the Coalition wri...

INDUSTRY NEWS

There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....

INDUSTRY NEWS

Compliance experts have warned there is potential for the experience pathway to be abused if licensees fail to check whether an individual has the necessary 10 years’ exp...

INDUSTRY NEWS

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

INDUSTRY NEWS

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...

INDUSTRY NEWS

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 1 week ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

3 weeks 1 day ago
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