FINANCIAL PLANNING

INDUSTRY NEWS

SMSFs perform similarly regardless of whether trustees rely on advisers, accountants or their own research, according to a Rice Warner study....

INDUSTRY NEWS

Global investor sentiment was flat in November, with record low levels of confidence in the US offset by a boost in Europe, according to the latest State Street Investor ...

INDUSTRY NEWS

TAL Australia has announced the launch of Affinia, a new risk-specialist dealer group....

INDUSTRY NEWS

The banking industry's Facebook engagement rate fell substantially when compared to the July quarter, dropping from the most engaging industry in the previous report to o...

INDUSTRY NEWS

Countplus subsidiary Total Financial Solutions has added six advice firms to its network, saying market pressure and regulatory changes have helped attract new businesses...

INDUSTRY NEWS

Research suggests financial planners are becoming increasingly reliant on risk advice to drive income, with the proportion of revenue derived from insurance increasing in...

INDUSTRY NEWS

Employers need to ensure they are continually engaging and rewarding staff as part of their retention strategy as the year comes to an end....

INDUSTRY NEWS

Advisers are asking for help analysing what aspects of their business models need to evolve to survive as regulatory changes rapidly alter what is important in an advice ...

INDUSTRY NEWS

Lifecycle products fail to adequately address the risks that can eat away at members' retirement incomes, according to Rice Warner Actuaries....

INDUSTRY NEWS

Bendigo and Adelaide Bank announces acquisition of Southern Finance Group....

INDUSTRY NEWS

YBR has launched a new advisory model recruiting advisers who won't work from a branch, but will rather visit clients where and when they want....

INDUSTRY NEWS

Multi-asset real return funds are gaining popularity, but the shortcomings of financial planning software are limiting their uptake, says Lonsec senior analyst Stewart Ga...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

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 2 weeks ago

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

1 week 1 day 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 2 days ago

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

1 week 6 days ago