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FINANCIAL PLANNING
Financial planning
Given a family background in financial advice and a well-recognised commitment to the industry, it is hardly surprising that well-known Sydney planner, Claire Mackay, has...
Financial planning
A Melbourne para-planner, William Vuong, has been named the inaugural Money Management/Fiducian Paraplanner of the Year. ...
Financial planning
The myth of institutional domination has been exposed as false with ASIC data revealing they control less than 50 per cent of advisers....
Financial planning
Perpetual-owned business advisory and accounting provider Fordham has announced it is expanding in Sydney due to market demand....
Financial planning
Financial advice for retirees needs to improve significantly, funds must boost member engagement, and a CIPR approach will not provide tailored products to individuals. ...
Financial planning
The CFA Institute urges an oath-based approach as it tells Treasury you can’t regulate against bad ethics....
People & Products
Life insurer AIA Australia has announced a number of enhancements to its Priority Protection product, including a new option specifically targeted at business owners....
People & Products
Specialist investment administration provider HUB24 and licensee, GPS Wealth, announced this week they had launched a new white label platform....
Financial planning
APRA reveals emerging terms and conditions changes which are likely to curb the attractiveness of superannuation group life for planning clients. ...
Financial planning
Expat UK clients of Australian planners may expose them to legal action stemming from changes to UK pension laws which could result in clients being hit with a 55 per cen...
Financial planning
Bad publicity and negative press coverage of the financial planning industry may be deterring businesses from seeking financial advice....
Financial planning
Consumers want advisers to be compliant but prefer advice focused on them and not on keeping the adviser out of trouble according to Centrepoint Alliance head, John de Zw...
Funds management
Industry fund Cbus acknowledges it stemmed serious high balance member leakage to SMSFs via its FPA planning referrral deal....
Financial planning
A cut to the company tax rate and a deduction for items purchased under $20,000, are big Budget wins for the financial advice sector, experts believe....
Policy & Regulation
Smaller financial planning practices stand to gain the benefit of small business tax changes include immediate tax deductibility....
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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...