FINANCIAL PLANNING WEEK

Financial planning

There is a divide between pre-retirees and retirees when it comes to the types of barriers stopping them from seeking advice, according to FPA research....

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Financial planning

Advised Australians are more likely to feel financially secure and satisfied with their current level of wealth, according to FPA’s inaugural Value of Advice study....

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Financial planning

This week marks the annual Financial Planning Week, a collaboration between global financial planning organisations and a chance for advisers to highlight the benefits of...

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Financial planning

Demand for financial advice is expected to surge in the next two years with 2.6 million non-advised Australians intending to seek professional help, according to a survey...

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Financial planning

Australians spend $19.8 billion each year buying presents for friends, family and even their pets according to research for this week’s Financial Planning Week. ...

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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...

6 days 20 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...

6 days 21 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...

1 week 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 1 week ago