PLANNERS

Financial planning

AFA chief executive, Brad Fox, has stressed the need for advisers to experiment and share results with their peers to adapt to change and thrive....

News

TAL has partnered with The Healthy Chef to offer advisers and clients opportunities to support healthy lifestyle choices....

Financial planning

Australians continued to remain uncertain about their retirement nest eggs but professionally advised Australians felt more prepared for retirement, research showed....

Financial planning

The AFA has launched a bootcamp for advisers, which was a practical demonstration of the adaptive change message shared by CEO, Brad Fox, at a recent roadshow....

Superannuation

A growing number of advisers and accountants are warning that the Government’s Budget super changes will have highly negative unintended consequences....

Financial planning

Advisers should see changes in regulation and the Budget as an opportunity to re-engage with old clients and acquire new clients, a planning group executive said. ...

Financial planning

Planners may prove to be the best bet for accountants seeking to deal with a tougher new world surrounding SMSFs....

Financial planning

The image of accountants has improved on ethics and honesty with more than half rating them very high, while financial planning remains mostly unchanged....

Accounting

Planners working for accounting practices earn more than accountants, the Money Management Salary Survey reveals....

Financial planning

Australia’s financial planning industry should look at employing more staff to secure the loyalty of planners, the Money Management Salary Survey reveals....

Financial planning

Planners employed by superannuation funds are almost twice as likely to believe they should earn more than $300,000 a year than others in the industry....

Financial planning

Commissions form part of the salaries of just 14 per cent of planners’ annual incomes, the Money Management Salary Survey reveals....

Financial planning

The planning arm of Bangarra Group - Bennelong Wealth Partners - has signed four veteran Macquarie Private Wealth (MPW) advisers as they open their own practice in Sydney...

Superannuation

A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...

Financial planning

Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago