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 ...

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Financial planning

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

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Financial planning

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

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Financial planning

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

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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....

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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 ...

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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....

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Financial planning

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

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

9 hours 41 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

11 hours 25 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 11 hours 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 3 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 3 weeks ago