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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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