FINANCIAL PLANNERS

Financial planning

The exodus of financial planners continues as this week saw a further loss of 35 adviser roles, with AMP Financial Planning seeing again the highest number of departures,...

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Financial planning

Almost 80% of financial planners, who are registered under the Australian Securities and Investments Commission’s Financial Adviser Register, are men. ...

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Financial planning

The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...

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Financial planning

With the average cost of a statement of advice having risen to around $2,700 the Financial Planning Association says it’s time to peel back the layers of regulation imped...

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Financial planning

Some financial advisers are facing a hefty rise in their dealership fees next year, prompting a senior dealer group chief executive to predict a flight to quality. ...

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Financial planning

The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected. ...

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Financial planning

A merger of the Financial Planning Association and the Association of Financial Advisers rather than the creation of new financial planning body has emerged as the prefer...

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Financial planning

A financial planning and accounting company head has taken the media to task for seeking to tar financial advisers with the one brush when he says the vast majority are t...

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Policy & Regulation

It has now called on the Senate to pass the FASEA extension bill, now that the Government has removed the exemption that allows stamping fees on listed investment entitie...

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Financial planning

Some of Australia’s largest financial advice groups are facing the problem of too few advisers who are degree qualified leading to the need for strong succession planning...

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Financial planning

Adviser communication increased 47% from February to March, according to a North American adviser marketing and research firm. ...

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Financial planning

The New Zealand Government has signalled it will slow the pace of regulatory change for the financial services industry to allow it to help consumers move beyond COVID-19...

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Financial planning

Synchron has announced the launch of its weekly virtual catch up series to help advisers adapt and conduct business during COVID-19 pandemic. ...

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Financial planning

AMP has signalled its preparedness to help advisers and clients through the COVID-19 crisis including insurance premium suspensions in some circumstances. ...

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People & Products

IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...

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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...

1 week 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...

1 week 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...

1 week 1 day 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. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago