Financial Planning
Financial advice in 2030: What does it look like?
JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
If every one of the recommendations to come out of the Royal Commission and the Productivity Commission was implemented verbatim, by 2030 the financial advice industry would look very different.
Financial advice exit a boon for the industry: Poll
KARREN VERGARA  |  MONDAY, 8 APR 2019
The big four banks exiting financial advice received a resounding welcome from the industry, according to a new survey.
AMP, Griffith University support professionalism
ELIZABETH MCARTHUR  |  FRIDAY, 5 APR 2019
AMP is funding a financial advice research fellowship with the aim of raising professional standards in the advice industry.
Major advice licensee in possible best interest breach
JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
Extra conditions have been placed on the AFSL of one of Australia's biggest financial advice licensees following an investigation sparked by phenomenal growth in adviser numbers in just six months.
NFP intra-fund advice is not a distribution channel
KARREN VERGARA  |  WEDNESDAY, 3 APR 2019
The value of financial advice provided via not-for-profit superannuation funds should not be tainted as a result of discussions about dismantling vertical integration.
Cost of living fears rise: Research
ELIZABETH MCARTHUR  |  WEDNESDAY, 3 APR 2019
According to new research, 40% of Australians say the rising cost of living is their single greatest concern in 2019 but effective financial advice could be the solution.
Frydenberg makes big promises for small business
ELIZABETH MCARTHUR  |  TUESDAY, 2 APR 2019
Treasurer Josh Frydenberg has announced a fast tracking of lower taxes for 3.4 million small and medium sized businesses, employing 7.1 million workers.
MP slams prolonged grandfathered commissions carve out
KARREN VERGARA  |  TUESDAY, 2 APR 2019
With the ANZ banking group abolishing all grandfathered commissions as of yesterday, the industry is receiving little sympathy from the Government.
Consumers confused by general, personal advice
ELIZABETH MCARTHUR  |  FRIDAY, 29 MAR 2019
ASIC has released a new report saying consumers are confusing different types of financial advice.
CPD policy publication deadline looms
KARREN VERGARA  |  THURSDAY, 28 MAR 2019
Financial planners that have yet to publish a CPD policy on their website have less than four days to comply.
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