FINANCIAL PLANNING

INDUSTRY NEWS

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INDUSTRY NEWS

Commonwealth Financial Planning has implemented a change in the advice model offered to its network of planners, with a view to providing a more specialised service for a...

INDUSTRY NEWS

Entries are open today for the prestigious Paraplanner of the Year Award. Only paraplanners who hold a proper authority and have fully or partially completed formal finan...

INDUSTRY NEWS

The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...

INDUSTRY NEWS

Independently owned dealer group Mawson Securities Group is poised to merge with an as yet undisclosed dealer group of a slightly smaller size and similar culture....

INDUSTRY NEWS

Wealth management made a significant contribution to a record $1 billion profit posted by Queensland-based Suncorp today....

INDUSTRY NEWS

The National/MLC group topped the chart in retail funds under management for the June quarter, according to Standard & Poor’s latest market share report, having overtaken...

INDUSTRY NEWS

Boutique property fund manager MacarthurCook has reported an 81 per cent increase in revenues for the 2005-06 financial year....

INDUSTRY NEWS

Small-to-medium enterprise owners need to be educated about what financial planners do, according to Ross Cameron, former Liberal MP and director of Cameron Research Grou...

INDUSTRY NEWS

SAITeysMcMahon has taken the first steps towards a float next year....

INDUSTRY NEWS

A billing system that gives advisers the choice of receiving payment via fee-for-service or commission has proven highly popular with advisers, according to the results o...

INDUSTRY NEWS

A survey by ACNielsen Australia has found that nearly three-quarters of 3,000 respondents hold a positive impression of the services offered by planners....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 19 hours ago