FINANCIAL PLANNERS

Financial planning

WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....

Superannuation

FPA CEO Mark Rantall rebuffs ISA’s criticisms of Government’s FOFA amendments....

Financial planning

Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....

Life/Risk

The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....

Financial planning

Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....

Financial planning

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

Financial planning

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

Financial planning

Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...

Financial planning

In order to ensure their clients are able to fund their own retirement, planners have the responsibility to actively encourage a healthy lifestyle, according to a financi...

Funds management

New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....

Editorial

Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...

Financial planning

Software upgrades to boost scaled advice opportunities....

Superannuation

SPAA says absence of SMSF training standards in new RG146 is surprising, given regulator’s concerns....

Editorial

Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....

Financial planning

Convenience of cloud storage overlooks need to keep client files secure....

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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 month 2 weeks ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

6 days 5 hours ago
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