FINANCIAL PLANNING

INDUSTRY NEWS

FAAA chief executive, Sarah Abood, has warned changes in the first tranche of the QAR legislation around advice fees documentation could create more work for advisers rat...

INDUSTRY NEWS

The FSC CEO will join a long line-up of renowned speakers at the inaugural summit. ...

INDUSTRY NEWS

ASIC has cancelled the Australian financial services licence of a Sydney advice firm with the business having lost more than 30 advisers since the start of 2024, accordin...

INDUSTRY NEWS

Financial Services Council chief executive, Blake Briggs, is urging Minister for Financial Services, Stephen Jones, to take advantage of the QAR opportunity to reduce reg...

INDUSTRY NEWS

AFCA has appointed a senior ombudsman specifically to specialise in Compensation Scheme of Last Resort complaints, with the scheme set to come into force on 2 April. ...

INDUSTRY NEWS

Wealth Data analysis has seen a “significant jump” in gross revenue per financial adviser at eight ASX-listed financial advice licensees, and detailed the range between h...

INDUSTRY NEWS

There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with thei...

INDUSTRY NEWS

AFCA has already received almost 70,000 complaints since the start of the financial year, and chief executive David Locke has warned this sustained high growth shows the ...

INDUSTRY NEWS

Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...

INDUSTRY NEWS

One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady gro...

INDUSTRY NEWS

While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...

INDUSTRY NEWS

Former chair of the House of Representatives’ Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal electio...

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 4 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 5 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 4 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago