ADVISERS

Financial planning

The Government's final outline of its Future of Financial Advice proposals has raised as many questions as it has answered, with participants in a <i>Money Management</i>...

Financial planning

Asgard's Michelle Woodgate has been named Money Management BDM of the Year....

Superannuation

Principals of the newly launched Self-Managed Super Funds (SMSF) Academy have flagged plans to enter the RG146 space in the near future, depending on the changes flowing ...

Financial planning

AMP has launched a new logo following its merger with AXA Asia Pacific's Australian and New Zealand businesses....

Financial planning

Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...

Financial planning

Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...

Superannuation

An industry expert says financial planners need to rethink the way they advise retiring clients to better meet their changing attitudes to risk and address their need for...

Financial planning

Iress has released a new client engagement tool linked to advice platform Xplan, which it says will allow intra-fund and full-service advisers to leverage off each other'...

Financial planning

The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...

Financial planning

Fast-expanding dealer groups may need to look at outsourcing technical and strategic advice solutions in order to retain a high standard of support for advisers and stay ...

Superannuation

The Government has been warned of both cost and tax implications from banning all risk commissions within superannuation....

Superannuation

Continuous tinkering with the rules relating to self-managed super funds (SMSFs) and superannuation in general is causing serious concerns for advisers and inflicting dra...

Superannuation

Continuous tinkering with the rules relating to self-managed super funds (SMSFs) and superannuation in general is causing serious concerns for advisers and inflicting dra...

Superannuation

Plan B Group Holdings has entered into a partnership with self-managed super fund (SMSF) service provider Heffron, enabling Plan B to provide SMSF services to its clients...

Funds management

Vanguard Investments has announced it will expand its presence in the exchange-traded fund (ETF) market with the introduction of three new ETFs that will track segments o...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

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

7 months 1 week 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...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

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....

4 days 4 hours ago