FINANCIAL PLANNING

INDUSTRY NEWS

One-third of non-aligned female planners feel their biggest salary impediment is their gender, according to a survey....

INDUSTRY NEWS

New educational standards and the impact of losses during the GFC and on the ASX could see adviser numbers drop in the short-to-medium-term, according to the AFA....

INDUSTRY NEWS

The Federal Treasurer, Scott Morrison, has firmed up speculation that ASIC will be a net beneficiary of more Budget funding to address problems in the banking sector....

INDUSTRY NEWS

Planners looking to buy a practice are taking advantage on discounts being offered on businesses with older client-bases, a report reveals....

INDUSTRY NEWS

Industry funds body, the Australian Institute of Superannuation Trustees (AIST) is arguing that TTR arrangements should be counted as retirement income....

INDUSTRY NEWS

Financial advisers need to look outside their usual circle of influence to boost their business performance and be open to new innovations and change....

INDUSTRY NEWS

Almost a third of Australians believe property prices will continue to increase over the next year, research reveals. ...

INDUSTRY NEWS

Paul Barrett’s AZ Next Generation group has acquired another planning practice - Chatswood-based Priority Advisory Group....

INDUSTRY NEWS

More clients are going directly to stockbrokers for margin loans, while margin debt in the broker channel is almost on par with the financial planner channel....

INDUSTRY NEWS

A financial planning coaching business, Beddoes Institute, names Securitor Financial Group, Meilennium3 and Hillross Financial Services as winners of their best practice ...

INDUSTRY NEWS

Fortnum Financial Advisors are unveiling a new professional advice framework in partnership with Good Advice Solutions (GAS)....

INDUSTRY NEWS

Planning group Paragem has warned practices to look at their options as the ASIC Class Order permitting so-called Limited Managed Discretionary Accounts sunsets....

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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