FINANCIAL PLANNING

INDUSTRY NEWS

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positio...

INDUSTRY NEWS

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information i...

INDUSTRY NEWS

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...

INDUSTRY NEWS

The Senate economics legislation committee has recommended Schedule 1 of the Delivering Better Financial Outcomes legislation be passed as it is a “faithful implementatio...

INDUSTRY NEWS

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....

INDUSTRY NEWS

The Senate economics legislation committee has pushed back the release of its findings on the Delivering Better Financial Outcomes bill, the same day as the Coalition wri...

INDUSTRY NEWS

There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....

INDUSTRY NEWS

Compliance experts have warned there is potential for the experience pathway to be abused if licensees fail to check whether an individual has the necessary 10 years’ exp...

INDUSTRY NEWS

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

INDUSTRY NEWS

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...

INDUSTRY NEWS

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....

INDUSTRY NEWS

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 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 ...

6 months 1 week ago

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

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 4 days 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...

3 weeks 3 days ago

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

2 weeks 5 days ago