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....

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News

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

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Financial planning

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

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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....

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Superannuation

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

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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. ...

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Financial planning

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

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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....

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Accounting

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

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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....

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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....

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Financial planning

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

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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...

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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. ...

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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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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

9 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 3 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago