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FINANCIAL PLANNING
Financial planning
Fortnum Private Wealth has called for better incentives for young professionals to become financial planners....
Financial planning
IRESS has rolled out an updated version of XPLAN with an increased functionality allowing real-time access to individual XPLAN sessions....
Financial planning
Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical....
People & Products
Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....
Financial planning
Synchron’s former Queensland state manager, Gerry Porter passed away on 29 July....
Accounting
The Institute of Public Accountants has called for greater accountability and a legal fix from the Australian Taxation Office over perpetual technology problems....
Financial planning
ASIC’s Greg Medcraft has used a speech to emphasise the need for all Australians approaching retirement to seek financial advice to navigate the complexities....
Features
Equal gender representation in the financial services industry remains elusive, as unconscious bias, the gender pay gap, and rigid working conditions prevent women from b...
Features
Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...
Tools & guides
Josh Rundmann looks at the potential relevance of reserves in the modern era of superannuation for SMSF members....
Financial planning
Majority of Australians were failing to proactively plan for retirement and seek financial advice despite concerns about their financial situation....
Financial planning
South Australians in key marginal seats have spoken out against the government’s bank tax and cited concerns for the state’s financial competitiveness. ...
Funds management
The APDC has upheld a decision to vote against the proposal to externalise APDC’s RE to 360 Capital FM....
Accounting
Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....
Financial planning
Institutional advice cannot be unbiased when institutions are both product manufacturers and owners of a licensee, while individual adviser licensing will be preferred as...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...