FINANCIAL PLANNING

Financial planning

YBR extends product into planner and Asian markets....

Financial planning

Convergence among advice providers will be restricted by control of distribution channels by product manufacturers....

Superannuation

The FSC has warned that around 500,000 people could have their superannuation-related insurance impacted by lifting the lost-member super threshold to $6000....

Financial planning

Successful succession planning requires a mix of research, preparation and experimentation, explains Simon Harris....

Funds management

ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....

Editorial

Mike Taylor writes that ASIC chairman Greg Medcraft has laid out how the regulator sees the future of financial planner education – and the challenge will be how the indu...

Funds management

Dealer group head questions whether bank cross-subsidisation of dealer group services represents anti-competitive behaviour....

Policy & Regulation

The proposed scrapping of FOFA’s conflicted remuneration ban could give planners the green light to offer general advice - but they should still approach with caution, a ...

Policy & Regulation

The Assistant Treasurer, Senator Arthur Sinodinos, says the regulatory changes to FOFA will be ready by the end of this month....

Editorial

Listed financial planning and funds management group Fiducian Portfolio Services reported a consolidated after tax profit of $1.85 million in their half year results....

Financial planning

Financial planning industry veteran Gwen Fletcher passes away aged 94....

Policy & Regulation

Financial planners unlikely to face legal action on FOFA amendment-related advice, with courts recognising FOFA uncertainty....

Financial planning

Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....

Editorial

Perpetual posts strong first half and justifies Trust Company acquisition....

Financial planning

Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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