FINANCIAL PLANNING

Financial planning

Financial advisers are struggling to cope with the increased burden of the economic crisis from the COVID-19 pandemic....

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Financial planning

IMB Bank has exited advice ownership with its planning assets being sold to Bridges Financial Services....

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Financial planning

The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...

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Financial planning

The Financial Planning Association wants managers of advice licensees subjected to the same reference-checking protocols as advisers in circumstances where it says it has...

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Financial planning

The FASEA’s Professional Year requirement has become a roadblock in the new environment for young advisers attempting to enter the industry, according to Wealth Today....

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Expert Analysis

The financial planning profession is on the cusp of a major growth trajectory as planners and professional associations unite to secure its future, writes Dante De Gori....

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People & Products

Morningstar is to acquire Canadian financial planning and risk-profiling software firm PlanPlus Global....

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Financial planning

The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...

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Financial planning

How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...

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Financial planning

The Financial Planning Association is canvassing what the industry might look like over the next half-decade including whether a new licensing regime may evolve....

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Life/Risk

Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....

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Financial planning

Questions are being asked about why the board of the Financial Adviser Standards and Ethics Authority has avoided direct engagement with key industry groups for more than...

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Financial planning

Westpac’s net profit dropped 16% during FY16 thanks to customer remediation and a reduction in wealth and insurance income....

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Financial planning

Findex has announced 57 new partner appointments, of whom almost a quarter will be based out in regional areas....

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Financial planning

While the country ranks well in terms of resilience in ageing and automation as a whole, it is older workers that could be in danger of their ability to finance their lon...

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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...

1 week 1 day 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...

1 week 1 day 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 2 days 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 2 weeks 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 2 weeks ago