FINANCIAL PLANNING

INDUSTRY NEWS

Financial planners will be able to provide tax-related advice to clients, and charge a fee for the privilege, after the Australian Taxation Office ignored opposition from...

INDUSTRY NEWS

Financial advisers are failing to take advantage of the opportunities available to do business online, with a new survey showing that the majority of websites set up by f...

INDUSTRY NEWS

Demand for both financial planners and paraplanners continues to increase, with the introduction of choice of fund driving the recruitment of salaried advisers, according...

INDUSTRY NEWS

Salaried financial planners will only receive an average pay rise of 3 to 5 per cent this year, according to the latest research from Money Management, carried out by the...

INDUSTRY NEWS

The Australian Council of Trade Unions has moved to assist trade union members dealing with the new choice of superannuation fund environment by making available a list o...

INDUSTRY NEWS

The Financial Planning Association is attributing a rebound in its financial position to a successful 2004 Annual Convention....

INDUSTRY NEWS

Switching for switching’s sake in the new choice of funds environment has been discouraged by the Financial Planning Association, which claimed yesterday that in most cas...

INDUSTRY NEWS

Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....

INDUSTRY NEWS

Poor business practices are causing financial planners to bleed tens of thousands of dollars in potential profits every year....

INDUSTRY NEWS

The planning practice of former Financial Planning Association board member Laura Menschik has joined forces with two other boutiques to set up a new business combining f...

INDUSTRY NEWS

AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....

INDUSTRY NEWS

The Tasmanian State Government has become an unlikely bidder for financial planners’ direct equity business, through its backing of a new service called investmentadviser...

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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 2 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 3 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...

3 weeks 4 days ago

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

2 weeks 1 day ago