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FINANCIAL PLANNING

INDUSTRY NEWS

Current market conditions will allow financial planners to sell their businesses at high prices even if not full transitioned to a fee for service model....

INDUSTRY NEWS

Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....

INDUSTRY NEWS

The FSI will not change anything and the status quo will be maintained, according to a finance/insurance broker....

INDUSTRY NEWS

Financial planners should ask clients ‘how much is enough?’ and directing their thinking toward philanthropy according to a long-serving adviser....

INDUSTRY NEWS

Towers Watson restructures manager research team on back of internal promotions....

INDUSTRY NEWS

Partners Group Global Value Fund accept on BT and Macquarie platforms....

INDUSTRY NEWS

360 Capital announces $50 million capital raising....

INDUSTRY NEWS

Calastone reaches milestone announcing flows have reached 1,000 orders a day....

INDUSTRY NEWS

SMSF specialist BGL has linked with Auditflow to add new functionality to Simple Fund 360....

INDUSTRY NEWS

A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....

INDUSTRY NEWS

Ethics classes for financial planners should be fundamental to the new education standards, with self-regulation a near impossible benchmark for the profession, two indus...

INDUSTRY NEWS

Social media doesn’t play a major role in most advisers’ marketing strategies, with the majority still favouring traditional pathways like referral networks, a survey has...

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MARKET INSIGHTS

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

1 day 16 hours ago

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

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week 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...

4 weeks 1 day ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 days 12 hours ago

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

3 weeks 3 days ago