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FINANCIAL PLANNING
Policy & Regulation
The Australian Securities and Investments Commission is arguing that obtaining professional indemnity insurance is not as big a problem for financial planning licensees a...
Financial planning
Practice owners might need to make team mentoring their priority post-COVID 19 in 2021, Australian Wealth Solutions says....
Financial planning
Retirement was always a primary reason for financial advisers selling their businesses but the Financial Adviser Standards and Ethics Authority has accelerated many retir...
Financial planning
An advice regulatory framework is needed to encourage advisers to provide affordable advice, as some professional accountants who provide advice have passed costs to clie...
Financial planning
Students from the University of Canberra have won the 2020 AMP University Challenge for the first time in a decade, which is supported by Money Management. ...
Financial planning
The deregulation minister should be present at financial services meetings to start reducing red tape and the sooner red tape has been reduced the better, according to a ...
Financial planning
Focus on avoiding behavioural mistakes and tax-effective investment are among ways that financial advisers help their clients to boost their portfolios, according to Russ...
Editorial
The banks are out, scores of advisers are heading for the exits and it is time for Governments to stand back and let the financial planning industry succeed. ...
Financial planning
Its official. IOOF will acquire MLC Wealth but will not carry remediation costs....
Financial planning
The Court of Criminal Appeals has dismissed Gabriel Nakhl’s appeal against a 10-year sentence for misuse of client funds....
Financial planning
Two mortgage broking and financial advice firms have joined forces to launch new business together, Financial Advice Mortgage Solutions. ...
Financial planning
New data shows that financial planners are continuing to exit the industry but that the rate at which they are leaving is slower than for the same period last year....
Financial planning
Advice practices willing to invest in technology could be adding up to 20% to their bottom lines, according to a new report from Netwealth....
Financial planning
New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice....
Financial planning
The end of the financial year has brought more changes for licensees which are reflected in their adviser numbers which continued to drop, according to HFS Consulting. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...