FINANCIAL ADVICE
Financial planning
A global survey launched on World Financial Planning Day has examined the impact of advice across quality of life, financial confidence, financial satisfaction and experi...
Financial planning
Consumers believe professional advice could help them openly discuss finances with their family as less than a quarter have discussed estate and inheritance planning with...
Financial planning
Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendati...
Financial planning
Draft legislation on the first stream of the Quality of Advice Review reforms is expected to be released 'within weeks', according to Minister for Financial Services, Ste...
Financial planning
With the industry currently sitting at some 15,679 advisers, Wealth Data has crunched the numbers to find the business model witnessing the most departures in the calenda...
Financial planning
Money Management crunches the numbers on ASIC’s data on Australian financial services licence approvals and how it compares over the last three years....
Financial planning
In a new report, Russell Investments has broken down the three types of financial advisers when it comes to financial decision making, disseminating knowledge and advocat...
Financial planning
Dispelling the notion that advice is for older Australians, new research has found Australians under 40 are more open to receiving advice than their older counterparts, t...
Financial planning
Praemium chief strategy officer Denis Orrock has shared with Money Management how advisers can work with high-net-worth investors as a new report finds 45,000 people have...
People & Products
Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services driven by adviser dema...
Financial planning
The law “should not continue to assume that financial advice is being given by a person”, according to Michelle Levy, as she hints that advice from superannuation funds c...
Financial planning
The value of advice is hitting home at retirement, according to AMP research, which reveals 75 per cent of older Australians find the retirement system too complex. ...
Financial planning
Just 11 per cent of financial advice firms have trialled the use of artificial intelligence in their businesses, but half say they are ‘AI interested’, according to Netwe...
People & Products
A new fintech brand has launched to offer software and services enterprise to the advice and wealth sector and has already signed up CFS as a client....
Financial planning
Risk Hub has partnered with Loyalty Financial Group on a pilot project to address the unmet advice needs in life insurance. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...