The consensus of thought on the current crisis of adviser credibility in financial planning seems to be “sit tight and ride out the storm”. But is it enough? Keith Peel r...
Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....
The Boutique Financial Planning Principals Group’s (BFPPG) Bruce Baker says it is too soon to know the effects of the Australian Consumers’ Association (ACA)/Australian S...
How do you protect your clients from the risk of outliving their money? John Prowse reports....
Single manager multi sector products will disappear from the market in the medium-term, according to research from InvestorWeb....
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
Financial services education provider Integratec has passed the first-ever candidate to take the Advanced Diploma of Financial Services (Financial Planning) course, the n...
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
BT Financial Group and Smith Barney Citigroup Australia, after several months of combined product development, have launched what they claim is a ‘market first’ wrap tail...
Many financial planning clients have seen nothing but capital losses on their investments this year. Lisa Bowman investigates how those losses can be offset against capit...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
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. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...