FINANCIAL PLANNING
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...
Financial planning
National Australia Bank has selected Western Sydney University as its preferred provider for two of their FASEA-approved courses....
Financial planning
Legislation has moved through Parliament to end adviser grandfathered remuneration with the Association of Financial Advisers arguing that there was no balanced consultat...
Financial planning
Financial services product providers have been urged not to move ahead of the Government’s January, 2021, timeframe in turning off grandfathered commissions....
Financial planning
The united approach adopted by the Financial Planning Association and the Association of Financial Advisers has been credited with achieving the extension of the Financia...
Financial planning
Advice remediation costs have dragged down IOOF’s profit but the company remains open to new advice acquisitions....
Policy & Regulation
The Australian Securities and Investments Commission has told financial planning firms it expected them to “keep up” with the implementation of regtech....
Financial planning
Australian Paul Greenwood has taken out the 2019 PlanPlus Global Financial Planning Award for Europe/Australia....
Financial planning
Data from the FPA shows an overwhelming majority of Gen Y and Gen Z would be interested in spending more time with a financial planner....
Financial planning
Some financial planners believe industry funds are utilising scaled advice services to gain an advantage....
Financial planning
Women underestimate their life insurance value by 125 per cent ($373,000), while men underestimate it by only 19 per cent ($97,000), on average, according to a study from...
People & Products
Financial planning firm Eureka Whittaker Macnaught has acquired Parramatta-based financial adviser Warren McHattan....
Financial planning
Xplore Wealth has announced the sale of its 50 per cent stake in Queensland financial planning business McGregor Wealth Management....
Financial planning
The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...
Financial planning
Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of advice and accounting....
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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...