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Financial Planning

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl.

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
ASIC slapped a three-year ban on a former Life Plan FP financial adviser for failing to act in the best interests of clients and not being able to maintain "high standards".

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
The new wealthtech platform aims to assist in intergenerational wealth transfers.

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients.

ASIC issues experienced pathway guidance

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
ASIC has released new guidance for financial advisers who could potentially qualify as experienced providers and skip further education and training.

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July.

Budget 2024: Stage 3 tax cuts to take effect July 1

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some adjustments to help those struggling with the cost-of-living crisis.

Budget 2024: Cost of living relief takes centre stage

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
From tax cuts to investment into financial support services, the Federal Budget aims to reduce cost-of-living pressures for Australians.

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
A report from Deloitte found the industry is struggling to think about the future of advice due to the lingering effects of the Royal Commission.