FINANCIAL PLANNING

INDUSTRY NEWS

ISA claims ASIC’s fee disclosure requirement update leaves consumers in the dark on fees charged by ‘for-profit’ superannuation funds run by banks. ...

INDUSTRY NEWS

Advisers need to change the language they use to connect with clients, instead of forcing them to learn adviser language, a financial adviser said. ...

INDUSTRY NEWS

MLC has internally appointed Vanessa Rowe as general manager of MLC Direct to help with seamless end-to-end advice....

INDUSTRY NEWS

Suncorp Life announced it will exit from its Guardian Advice and Suncorp Financial Planning businesses mid-2016, affecting the jobs of around 170 advisers....

INDUSTRY NEWS

A global study has found that 44 per cent of consumers still rely on family and friends for financial advice....

INDUSTRY NEWS

While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....

INDUSTRY NEWS

There is growing interest among financial advisers to implement social media strategies into their businesses to connect with clients....

INDUSTRY NEWS

While super reforms are important to help close the gender gap in retirement income, there are other external issues to super that have a greater impact, according to AIS...

INDUSTRY NEWS

Super administration remaining just a record-keeping service is not sustainable and funds should invest in technology to stand out from the crowd....

INDUSTRY NEWS

Shaw and Partners has appointed an institutional equities specialist to grow its institutional business capabilities....

INDUSTRY NEWS

Financial planners have a key role in educating consumers that life cover provided in super may not be enough....

INDUSTRY NEWS

ASIC said it is largely supportive of robo-advice as it can reduce the cost of advice for consumers but warned it comes with unique regulatory challenges....

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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 2 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 4 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...

3 weeks 5 days ago

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

2 weeks 2 days ago