ROY MORGAN RESEARCH

Financial planning

New FINSIA research suggests industry is not doing enough to retain talent....

Superannuation

A collaborative approach needed, AIST....

Financial planning

Roy Morgan rates brands....

Funds management

Investors facing a massive tax hit....

Financial planning

Super switching survey reveals surprising attitudes....

Financial planning

Abstract Long...

Financial planning

Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...

Financial planning

In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...

Financial planning

Industry superannuation funds have emerged as the initial winners in the early stages of Australia’s new choice of super fund environment, according to a survey conducted...

Financial planning

The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...

Financial planning

The Financial Planning Association (FPA) will continue to push for the introduction of choice of superannuation fund legislation after releasing a report showing that 71 ...

Financial planning

Assirt Equities Research has made a step away from St George and will take on a new name after the staff bought back a controlling stake in the business....

Financial planning

Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....

Financial planning

Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....

Accounting

The accountant’s position as a source of financial guidance has not noticeably di-minished in the past two years, despite reports to the contrary by the Financial Plannin...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago