FINANCIAL PLANNING

INDUSTRY NEWS

The Investment and Financial Services Association has released a discussion paper it hopes will stimulate debate among its members and in the industry about how assumptio...

INDUSTRY NEWS

Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....

INDUSTRY NEWS

The Institute of Chartered Accountants has called for financial planners to move to a fee-for-service model, stating that commission payments inherently result in conflic...

INDUSTRY NEWS

Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...

INDUSTRY NEWS

Between 4,000 and 5,000 Australians a month are making choice of superannuation fund, according to data released this week by Sydney-based administration platform provide...

INDUSTRY NEWS

Two Victorian men who convinced their clients to roll their superannuation benefits into a self-managed super fund before pumping the money into their own petrol station ...

INDUSTRY NEWS

Financial Planning Association deputy chair Sarah Brennan and industry consultant Tom Collins have spoken openly about their involvement with Westpoint Corporation, as Br...

INDUSTRY NEWS

Job advertisements for the financial planning industry continue to climb, with the most popular positions advertised being those for advisers with 18 months experience an...

INDUSTRY NEWS

The FPA is expecting financial services providers to modify their products in response to market demands for separately disclosed product and advice fees following the im...

INDUSTRY NEWS

Property Investment Research (PIR) has defended criticisms made by the Shadow Minister for Financial Services Nick Sherry at a recent Senate Estimates hearing regarding a...

INDUSTRY NEWS

The structural change experienced by the local listed property trust market has not dulled the attractiveness of the asset class and has enhanced the importance of active...

INDUSTRY NEWS

The Financial Planning Association (FPA) has won a rare accolade from a major superannuation fund, with Tasmanian-based Tasplan praising the efforts of the FPA to improve...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 3 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 6 days 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...

4 weeks ago

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

2 weeks 4 days ago