FINANCIAL PLANNING

INDUSTRY NEWS

The latest edition of the Hays annual salary report has broken down the expected average salary for a variety of senior and junior financial planning roles for the upcomi...

INDUSTRY NEWS

Licensees are being reminded to take prompt action once their licence is granted as ASIC cancels the AFSL of a Sydney firm....

INDUSTRY NEWS

Just two financial advice licensees have commenced operations and seven ceased over the past two weeks, while total adviser numbers slip below 15,600 yet again....

INDUSTRY NEWS

ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and ...

INDUSTRY NEWS

Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory. ...

INDUSTRY NEWS

Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...

INDUSTRY NEWS

Licensees are figuring out how to navigate the annual superannuation performance test to avoid any clients being stuck in affected funds and whether they need to start ru...

INDUSTRY NEWS

The corporate regulator has made a suspension and a cancellation of the AFSL of two Queensland-based firms. ...

INDUSTRY NEWS

As the FAAA and FSC prepare to appear before the Senate economics committee today to discuss the QAR, the date coincides with one year since the government published its ...

INDUSTRY NEWS

Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds. ...

INDUSTRY NEWS

Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....

INDUSTRY NEWS

With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcendi...

 
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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

3 days 5 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

4 days 6 hours ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

4 days 6 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 4 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

4 days 13 hours ago