FINANCIAL PLANNING

INDUSTRY NEWS

AXA is looking to offer a more sophisticated service to outsourced corporate super clients, which to date have been bundled with its retail clients in the AXA Super Direc...

INDUSTRY NEWS

Only one in 10 wealth accumulators between 40 and 50 year old use a financial planner while nine out of 10 in this group use an accountant according to Ipac chief executi...

INDUSTRY NEWS

Despite the poor performance and volatility of the markets Cameron Walshe adviser Wayne Lear says gearing is still a viable proposition....

INDUSTRY NEWS

Jason Menzies answers your questions in depth....

INDUSTRY NEWS

Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....

INDUSTRY NEWS

If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....

INDUSTRY NEWS

The Financial Planning Association (FPA) board of directors will meet on Monday with four ‘leading’ consumer advocates to aid it in taking account of consumer concerns an...

INDUSTRY NEWS

New opportunities have opened for advisors with the changes to the superannuation laws regarding divorce settlements....

INDUSTRY NEWS

The Financial Planners Federation of Australia (FPFA), a new industry group formed in January, has warned financial planners of being influenced by conflicts of interest ...

INDUSTRY NEWS

Trading in AMP Limited stocks was suspended today following the announcement of a de-merger which would result in the Australasian operations being distanced from the gro...

INDUSTRY NEWS

Back-office software provider Advent has pulled out of the Australian market and closed its Melbourne office....

INDUSTRY NEWS

The Symetry investment platform has flagged an extensive expansion program moving beyond its current master trust business into a range of dealer services and client acce...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 6 days ago