FINANCIAL PLANNING

INDUSTRY NEWS

There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...

INDUSTRY NEWS

Value doesn’t stem from superior stock selection but comes from a tactical and strategic approach to investing in growth and defence assets: Findex...

INDUSTRY NEWS

Poor management is the single biggest issue separating Australian planners from receiving the salary they believe they deserve, the Money Management Salary Survey reveals...

INDUSTRY NEWS

The academic achievements of financial planners is rising with an increasing number now holding Post Grad qualifications, the Money Management Salary Survey reveals....

INDUSTRY NEWS

Younger Australians are more open to getting advice than any other age group and they want to receive it online, a report reveals. ...

INDUSTRY NEWS

National home loan sizes had their sharpest three month decline since 2000, according to fresh analysis from a comparison website. ...

INDUSTRY NEWS

A former company director has been sentenced to over two years in jail for fraudulently misappropriating almost $300,000 of investor funds in a property development in Qu...

INDUSTRY NEWS

Planners employed by superannuation funds are the least likely to have a third-level education, the Money Management Salary Survey reveals....

INDUSTRY NEWS

Financial planners working in Australia’s retail banking sector are not feeling their paymasters’ love, the Money Management Salary Survey reveals....

INDUSTRY NEWS

FOS personnel dominate CommInsure’s Claims Review Panel while ASIC is proving integral to the appointment of an independent expert to review denied claims....

INDUSTRY NEWS

Non-aligned female planners are not earning more than $189,999, compared to 18 per cent of aligned planners that do....

INDUSTRY NEWS

Money would be better spent on the corporate regulator to tackle issues facing financial advice rather than pinpointing those issues in a Royal Commission, the AFA said....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 3 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 4 days ago