FINANCIAL PLANNING

Funds management

Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...

Editorial

With shrinking planner interest and very few product suppliers left in the market, the reverse mortgage sector is screaming for attention, Andrew Tsanadis writes. ...

Editorial

NAB half-year result better than solid, but wealth division report points to departure of under-performing planners....

Editorial

AMP has driven solid cashflows out of its platform acquisitions, but planning firm flows prove patchy....

Editorial

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...

Financial planning

AusUnity PFS has added 35 advisers to its network in the last 12 months, but also had to turn away quite a few, according to CEO Steve Davis....

Editorial

There has been plenty of debate around the implications flowing from the limited licensing arrangement for accountants, but Greg Holman argues it can be a win-win for acc...

Financial planning

Australian Financial Services ends its run as licence cancelled under voluntary administration....

Superannuation

New white paper points to planning opportunities and a problematic vertically-integrated model....

Financial planning

Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...

Superannuation

If the Government’s super tax changes ever make it into law, they are likely to create planning opportunities....

Financial planning

ASIC deputy chair Peter Kell has cautioned dealer groups on hiring planners who previously worked for dodgy advice practices....

Financial planning

Mortgage Choice has expanded to become a broad financial services provider by setting up a referral relationship with Allianz to provide general insurance. ...

Financial planning

Advisers should use Heart Week to educate their clients about the costs of heart disease and the need to take preventative measures, according to Macquarie Life....

Financial planning

An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....

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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 1 week ago

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

2 months 1 week 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 2 weeks ago

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

1 week 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
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