FINANCIAL PLANNING

INDUSTRY NEWS

The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....

INDUSTRY NEWS

A Toowoomba-based financial adviser who the Australian Securities and Investments Commission claims is unable to contain his dishonest and deceptive conduct has been give...

INDUSTRY NEWS

Superannuation funds should be permitted to provide members with estimated projections of the future value of retirement savings in line with overseas practices, accordin...

INDUSTRY NEWS

Industry Funds Services Financial Planning acknowledges that it has conflicts of interest, but it doesn’t see them as a problem....

INDUSTRY NEWS

With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...

INDUSTRY NEWS

If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...

INDUSTRY NEWS

There are many facets to Macquarie Bank, and conflicts of interest are inevitably going to occur, but the financial services giant believes it has established a framework...

INDUSTRY NEWS

Abstract Long...

INDUSTRY NEWS

For Australia’s biggest financial planning dealer groups, managing conflicts is all about ensuring advisers have adequate choice....

INDUSTRY NEWS

Wealth creation seminars and internet scams involving exotic tropical locations have been singled out by the Australian Securities and Investments Commission as featuring...

INDUSTRY NEWS

Allianz Global Investors today announced that Australian chief executive Peter Rayner would leave the group to be replaced by his deputy....

INDUSTRY NEWS

RetireInvest has updated the SOA templates used by advisers, reducing documents to around 30 pages....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

2 weeks 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 1 day ago

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

2 weeks 5 days ago