FINANCIAL PLANNING SERVICES

Financial planning

The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...

Financial planning

Will offer financial services to farmers suffering from drought and financial difficulties....

Financial planning

A combined Melbourne-based risk insurance and accounting business plans to buy more practices to boost its presence in Victoria and New South Wales....

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Financial planning

South Australian practice is the second to join Matrix Planning Solutions in the space of a month....

Financial planning

Mortgage lender Muslim Community Co-operative Australia is now licensed to set up mortgage funds and property trust schemes in accordance with Islamic law....

Financial planning

The Finance Sector Union is in negotiations with the Association of Independently-Owned Financial Planners to appoint it as its preferred provider of financial planning s...

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Financial planning

The Financial Planning Association has moved to take hold of the fees versus commissions agenda by producing a consultation paper which proposes a phase out of existing c...

Financial planning

Financial Planning Services Australia advisers have been emotionally battered by the ongoing market downturn, chief executive Mark Ryan has acknowledged....

Editorial

Traditional financial advice models that service higher-net-worth clients don't work for average Australians and a paradigm shift is needed in the industry....

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Financial planning

Expected to complete transfer in March....

Editorial

The unravelling of Storm Financial underscores much of what is wrong in the financial planning industry, writes Paul Resnik....

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Financial planning

Acquires 25 per cent stake in local practice....

Financial planning

Acquires 25 per cent stake in local practice....

Financial planning

There have been a number of comments recently with predictions of where our industry is heading and what developments we may see in the future. In assessing the possibili...

Financial planning

FPSA appoints former AFS distribution head as chief executive – with a brief to grow the company aggressively....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

8 hours 55 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

10 hours 39 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 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 3 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 1 week ago

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

9 months 3 weeks ago