FINANCIAL PLANNING

INDUSTRY NEWS

The influential van Eyk research group has reinforced its recommendation that advisers consider pulling clients with medium-term outlooks out of BT funds, in the wake of ...

INDUSTRY NEWS

Royal and SunAlliance general manager for sales and marketing Ken Brewer has left the group after a round of sudden death departures took place earlier this week....

INDUSTRY NEWS

Head of ING Advice, Mike Goodall, has announced his intention to resign from the Dutch giant to strike out and create his own financial advisory business....

INDUSTRY NEWS

When Rob Davy retired after 27 years with Outlook Financial Planning, including many as its general manager, the only thing on his mind was a well earned break....

INDUSTRY NEWS

OK Punters. You can forget about sleeping in, watching the Pommy Cricket team cop a “BT” on the telly or just lazing about in the sun watching the moles on your hand chan...

INDUSTRY NEWS

On the front page of Money Management’s December 12 edition (“ACA slams industry as ‘structurally corrupt’”), Charles Littrell from the Australian Prudential Regulation A...

INDUSTRY NEWS

Many advisers have yet to tackle the new AFSL licence regulations. But by putting it off, they are losing precious time in a process that requires a steady and methodical...

INDUSTRY NEWS

The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....

INDUSTRY NEWS

There are those who would argue that compliance requirements restrain a business from flourishing. This is not the case where the practices of the financial planner marry...

INDUSTRY NEWS

At the conclusion of last year Money Management ran a number of articles regarding the vexed issue of commission disclosure which were promptly met by a number of respons...

INDUSTRY NEWS

The Financial Planning Association (FPA) has successfully poached Clare Morgan, another of the Securities Institute of Australia’s (SIA) education team, who joins the FPA...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has secured an enforceable undertaking from Robert Marusco, a director of former licensed securities dealer NK...

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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 5 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 6 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 3 days ago