PLANNING

Financial planning

Mature age financial planning and accountant partners have been dealt a significant blow to their exit goals as new entrants have no option but to start their careers in ...

Financial planning

HUB24 has reported record gross inflows of $565 million and net inflows of $418 million for the March quarter....

Financial planning

New research confirms that Australians want good advice as they become increasingly uncertain about their retirement....

Financial planning

Financial planning business broker, Paul Tynan suggests the major financial institutions may have misjudged the complexity of delivering financial advice....

Financial planning

Australian advisers reported feeling most challenged by their professional environment due to regulatory and compliance burden, compared to the rest of the world....

Financial planning

Planners were increasingly using platforms for writing insurance but they were demanding more choice in the range of insurers, as well as for the ability to change cover ...

Financial planning

A mutual wills agreement could make step-family estate planning easier but super death benefits could be an issue, a law firm believes....

Financial planning

Paraplanners are more likely to hold a third level qualification than financial planners, the Money Management Salary Survey reveals....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 1 week 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 5 days ago

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

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago