"FINANCIAL PLANNING"

Knowledge Centre

Liam Shorte wanted to help people build and grow their wealth and set out to become the ‘go-to’ specialist on SMSFs. ...

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Financial planning

The Commonwealth Bank has sold CommInsure to AIA and has put the future of CFSGAM on the block....

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Financial planning

Digital tools, technology, and robo-advice can drive efficiency in advice businesses, but they must find the right mix between technology and face-to-face relationships ...

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Policy & Regulation

Consumer group Choice wants all grandfathered commission arrangements to end and for advisers to be required to declare their status – independent or aligned....

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Superannuation

Members of Suncorp’s Brighter Super product have been told of a temporary data breach, making their personal details available to other members....

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Superannuation

BT Financial Group aimed to address a shortfall in the Australian wealth management market with its end-to-end functional Panorama platform....

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Financial planning

The recently enacted legislation on adviser professional standards do not address vertical integration and conflicts and do not focus on principals, a compliance solution...

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Financial planning

The provision of financial advice within super represents a key part of its adaption to changing times, according to senior super executive, Michael Dwyer....

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Financial planning

Three quarters of financial advisers have seen their costs increase in the last five years while risk advisers were using new techniques to charge clients....

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Life/Risk

ING Australia reported a 10 per cent earnings growth for 2016 over the previous year owing to growth in customer numbers....

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Financial planning

Australian Unity has launched trustee services that focuses on middle income Australians with services including estate planning and executor appointments....

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Financial planning

The Australian Securities and Investments Commission has warned licensees it is cracking down on instances where comprehensive advice is delivered under the guise of ‘gen...

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Financial planning

Three of the four major banks are backing the imposition of an annual public reporting regime of the wealth management industry overseen by ASIC....

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Financial planning

Bank-aligned dealer groups continue to favour their own products over exchange traded products despite FOFA reforms, BetaShares said....

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Financial planning

The referral partnership between InFocus Wealth Management and H&R Block has seen its first referrals flow through....

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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...

3 days 13 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...

3 days 13 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...

4 days 13 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