FINANCIAL PLANNING

Financial planning

Since launching the solution in June, DomaCom has received more than 140 applications from financial planners and accountants wanting to trial its lifestyle road mapping ...

Financial planning

CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....

Financial planning

Wealth Today attributes a combined mortgage broking and financial advice service offering (based around the upskilling of brokers) for its rapid recent growth....

Editorial

Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...

Editorial

Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...

Policy & Regulation

ASIC signals it will apply the same rules to both scaled and holistic advice....

Editorial

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...

Financial planning

Succession planning is the number one concern for financial advisers in ANZ's non-bank channels, according to ANZ general manager, advice and distribution Paul Barrett....

Financial planning

Dealer groups aligned with big institutions should be honest with consumers and describe themselves as 'agents' of their parent company, says Paragem managing director Ia...

Financial planning

The advice industry needs to work out the best way it can adapt to an increase in online participation by consumers....

Financial planning

Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....

Financial planning

Financial planners, superannuation professionals and business development officers are in high demand and employers are offering more incentives to retain staff....

Superannuation

A steadily increasing number of retirees say they are financially unprepared for retirement, according to Investment Trends research....

Superannuation

There has been an increasing focus on advice around aged care and support services, with the announcement of the Federal Government's aged care reforms....

Policy & Regulation

The regulator has confirmed scaled advice can be provided under best interests duties outlined in Future of Financial Advice changes....

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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’...

2 months ago

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

2 months 3 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 20 hours ago

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

2 weeks 6 days ago

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

2 weeks 4 days ago
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