FINANCIAL PLANNERS

Policy & Regulation

Advisers and their clients should retain control of opt-in arrangements and there should be flexibility for low fee-paying clients with less frequent interactions, accord...

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Financial planning

The Australian Securities and Investments Commission has been accused of unilaterally and quietly raising the per adviser levy to $1,142....

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Financial planning

Financial advisers are being asked to do no more than other professions in terms of assessing their obligations under Standard 3 of the adviser code of ethics, according ...

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Financial planning

After two decades of stress and pressure from reforms, planners are now facing their own economic uncertainty as many will exit the industry in the new year, according to...

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Financial planning

Money Management is seeking to gauge adviser attitudes to the Financial Adviser Standards and Ethics Authority in the wake of the recent controversy around the code of et...

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Financial planning

The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online....

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Life/Risk

Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....

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Financial planning

Most Australian retirees are not involved with any financial professionals and navigate their way through their retirement finances independently, according to Franklin T...

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Financial planning

The Tax Practitioner’s Board is offering grandfathered arrangements to cover tax financial advisers and others if it succeeds in convincing the Government to allow the re...

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Financial planning

Market analysts are pointing to some key obstacles for AMP Limited, not least the so-called ‘Halloween deadline’ for the exit of unprofitable planners....

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Financial planning

Advisers would do well to assume worst-case scenario outcomes when it comes to extending the Financial Adviser Standards and Ethics Authority deadlines, according to weal...

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Policy & Regulation

A new frequent flyer promotion by AustralianSuper has generated criticism from some financial advisers....

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Top 100

The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...

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Financial planning

The Australian Securities and Investments Commission has admitted that its earlier pronouncements on ending grandfathered commissions was based on sample-sized data....

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Financial planning

A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

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 10 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 11 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 10 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