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professionalplanner.com.au
26 分钟
Consumer group lashes SMC research on accessing pension tax benefits
Consumer advocates have criticised the latest research from Super Members Council on how retirees can better access the tax ...
professionalplanner.com.au
34 分钟
ASIC to target ‘unsuitable’ super advice in 2025
The corporate regulator has highlighted “unsuitable” superannuation advice amongst its key issues for 2025, underscoring the ...
professionalplanner.com.au
1 天
‘Massive win for consumers’: Govt cracks down on super fund claims delays
The Albanese government has launched a pre-election crackdown on poor member services in the superannuation sector, ...
professionalplanner.com.au
1 天
‘20 or 30 buyers to every seller’: M&A demand still ripe with limited supply
With demand far outweighing supply, advice practice M&A is still a hot market for sellers. But despite seeing strong demand, ...
professionalplanner.com.au
1 天
Insignia Financial appoints chief technology officer
Insignia Financial has promoted Damien O’Donnell to chief technology officer. He was most recently general manager, Wrap technology and operations at Insignia, the wealth group said in a media release ...
professionalplanner.com.au
1 天
Insignia appoints chief technology officer
ASX-listed wealth manager Insignia Financial has confirmed the appointment of Damien O’Donnell as chief technology officer.
professionalplanner.com.au
5 天
The controversial Fair Work case with implications for advice businesses
A recent ruling by the Australian Fair Work Commission has serious implications for advisory firms that outsource or plan to ...
professionalplanner.com.au
5 天
Advisers call for government action against property spruikers
Ahead of the federal election, there are mounting calls from professional advisers for the next government to better regulate ...
professionalplanner.com.au
7 天
Flexibility emerges as antidote to risk advice woes
A rigid structural system in place has made it difficult to innovate product solutions for life insurers who are combatting ...
professionalplanner.com.au
6 天
Bain still in the hunt for Insignia after matching CC Capital offer
The back and forth continues in the battle to acquire Insignia Financial as Bain Capital has hit back with another revised ...
professionalplanner.com.au
5 天
HUB24 ‘always planned’ to fold Xplore into existing services
Just five years after acquiring the managed discretionary account business Xplore Wealth, HUB24 has folded it into its ...
professionalplanner.com.au
7 天
Managing conflict and challenging client situations
Every financial adviser has faced a challenging client interaction in their career. Whether it's reigning in bold suggestions ...
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