FINANCIAL PLANNING
Financial planning
More work needs to be done on commission-based adviser remuneration in Australia because the research signals are mixed, according to wealthdigital’s Rod Lavery....
Financial planning
A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...
Financial planning
Greater transparency will help address anomalies in the way in which superannuation fund salaried financial advisers are paid from administration and investment fees, acc...
Financial planning
A number of financial advisers have questioned whether the Australian Securities and Investments Commission is being consistent in its treatment of salaried financial pla...
Financial planning
The Financial Planning Association urged the Treasury to ensure the costs of extra regulatory scrutiny of major licensees such as the banks and AMP were not ultimately ca...
SMSF
As the end of the month approaches, self-managed super fund members with cash to spare are being urged to make a double contribution using an unallocated contribution res...
Life/Risk
A new whitepaper developed by ClearView is arguing that policy-makers have railed to understand life/risks commissions and the significant risks associated with removing ...
Financial planning
The rapidly changing legislative and regulatory environment confronting the financial planning industry combined with the damage to reputations and practice valuations fl...
Financial planning
Netwealth has announced it will continue to support a financial education platform for kids which aims to improve financial literacy in schools....
Features
Mike Taylor writes that the new assistant minister for Superannuation, Financial Services and Financial Technology will find some urgent matters sitting in her portfolio ...
Financial planning
Industry superannuation funds are winning more corporate superannuation mandates and therefore making the choices about who provides financial advice....
Financial planning
Deakin University has become the first university in the world to offer a financial planning course with professional accreditation for estate planning....
Financial planning
Aboriginal and Torres Strait Islanders are struggling with access to financial services and suffering the most financial stress in Australia, according to a worrying new ...
Financial planning
Fitch Ratings believes that the Australian Prudential Regulation Authority proposals could slightly raise risk within mortgage portfolios where borrowers are granted mort...
Financial planning
The Financial Planning Association and the Association of Financial Advisers have formed a joint taskforce to help guide the future of life/risk commissions....
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MARKET INSIGHTS
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...