An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...
Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...
The Financial Planning Association (FPA) has foreshadowed a greater focus on the needs of small dealer group after it announced a series of initiatives today aimed at sup...
Listed financial planning company Snowball Group has formed an alliance with employee benefits provider API Leisure & Lifestyle to align its services as part of a broader...
Zurich Financial Services Australia (ZFSA) has appointed Matthew Drennan to the new role of director of investments (portfolios and funds)....
A new international body set up to administer the global Certified Financial Planner (CFP) qualification, the Financial Planning Standards Board (FPSB), will have its sec...
The Australian Securities and Investments Commission (ASIC) is conducting a surveillance campaign of tied advisers that could yield results as damning as a recent report ...
With the number of planning businesses continuing to grow, advisers must find ways to differentiate themselves. BenAbbott discovers what it takes to stand out from the mo...
The Australian Prudential Regulation Authority (APRA) has warned of concerns it has over the choice of hedge funds as investments....
Financial planning group Lowell Flinders is set to lop the unit trust and planning training arms from its business to focus on servicing private planning clients....


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...