FINANCIAL PLANNING

INDUSTRY NEWS

AXA and MLC, two of Australia’s largest dealer groups, have made changes to their adviser remuneration policies following the release of the draft of the FPA’s Principles...

INDUSTRY NEWS

The Advance Concentrated Australian Share Fund, managed by boutique firm MIR, is now available on the Asgard, BT and Macquarie wraps....

INDUSTRY NEWS

The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....

INDUSTRY NEWS

Ignore the wave of increasing community involvement at your own peril. These words of warning for financial planners came from Coca-Cola Amatil’s chair David Gonski, spea...

INDUSTRY NEWS

According to a Trowbridge Deloitte report released earlier this year, the potential market for reverse mortgage products in 2010 could be as much as $12-15 billion....

INDUSTRY NEWS

Last month, Count Financial managing director Barry Lambert took the unconventional step of offering staff 10,000 Count options for every baby borne to an adviser while w...

INDUSTRY NEWS

Ascending to the summit of an organisation is an achievement people usually rank as a life long ambition but Corinna Dieters’ decision to stand for election as chair of t...

INDUSTRY NEWS

Abstract Long...

INDUSTRY NEWS

Well, enlightened people. Let it be known that I too have joined the digital age....

INDUSTRY NEWS

According to Sue Merriman, BT Financial Group’s head of technical, more advisers need to be aware of the importance of beneficiary nominations when creating estate plans ...

INDUSTRY NEWS

A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...

INDUSTRY NEWS

It’s a safe bet there’ll be a few delegates at the FPA conference this year that will scoff at the inclusion of a value-based financial planning session on the program. M...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months ago

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

8 months ago

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

3 weeks 5 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago