FINANCIAL PLANNING BUSINESSES

Financial planning

The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...

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Financial planning

Westpac has taken a 24 per cent hit to its first-half profit as it continues to accommodate hefty remediation costs and the exit of its financial planning businesses....

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Tools & guides

Grant Holley looks at how compliance is not just about obligations but rather ingredients for running a successful business. ...

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Tools & guides

David Clatworthy looks at five strategies firms need to apply to become more client-centric if they want to stay relevant in the future....

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Financial planning

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

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Financial planning

Despite a year of controversy and negative publicity the Commonwealth Bank of Australia (CBA) has reclaimed its position as the country’s top bank in the Brand Finance Ba...

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Financial planning

Current market conditions will allow financial planners to sell their businesses at high prices even if not full transitioned to a fee for service model....

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Financial planning

The further Senate Commmittee process initiated by the Federal Opposition will simply be another in a long list starting in 2009....

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Policy & Regulation

Reports suggest the Labor Opposition will move to establish another Senate Committee inquiry into financial planning....

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Policy & Regulation

The FPA has urged the calling of a national summit to resolve the issues raised in the 61 recommendations of the Senate Committee report....

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Financial planning

The Minister for Finance and Acting Assistant Treasruer, Senator Mathias Cormann, has confirmed meeting with Commonwealth Bank chief, Ian Narev, and impressing on the ban...

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Financial planning

Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....

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Financial planning

ANZ will bring financial planning to retail shop fronts as part of a pilot program to showcase its range of advice options....

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Superannuation

SPAA supports ASIC’s drive for tougher measures to tackle the 'bad apples’ of the financial services industry....

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Financial planning

The big institutions are dropping their product push mentality to attract more advisers. ...

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Never miss the latest news and developments in wealth management industry

Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 19 hours ago
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 4 days 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 5 days 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 2 weeks 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