FINANCIAL PLANNERS

Financial planning

The Australian Prudential Regulation Authority (APRA) will now ensure that all superannuation funds, including self-managed super funds (SMSFs), which pay pensions are “s...

Financial planning

The fallout from the lengthy, convoluted and occasionally acrimonious merger last year between New Zealand's two largest financial adviser bodies continues....

Funds management

ASIC has announced the second stage of its review of the regulations governing the financial advice activities of real estate agents. ...

Financial planning

Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...

Financial planning

To many in the financial services industry, the title “paraplanner” conjures up an image of a quiet techie beavering away behind the scenes on the lesser tasks of financi...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 6 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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