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INDUSTRY NEWS
The Financial Planning Association (FPA) is pushing for advisers to sign formal “terms of engagement” agreements with their clients as part of its bid to ease the ongoing...
INDUSTRY NEWS
Financial planners have more influence over investors than lawyers or bankers when making investment decisions, an Assirt survey of investors has found....
INDUSTRY NEWS
CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...
INDUSTRY NEWS
Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....
INDUSTRY NEWS
The industry has come out in support of an Australian Securities and Investments Commission (ASIC) recommendation that regulations surrounding the use of past performance...
INDUSTRY NEWS
A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) says the use of past performance figures in advertising should include a five year return figure, be calculate...
INDUSTRY NEWS
AMP financial planners have reacted positively to the appointment of Andrew Mohl as the permanent chief executive of the financial services giant....
INDUSTRY NEWS
The Australian Securities and Investment Commission (ASIC) has permanently banned a former Westpac proper authority holder from acting as an investment advisor or represe...
INDUSTRY NEWS
AM Corporation has brought in a consulting firm to help it decide on its next strategic direction which could include putting itself on the market for a suitable buyer....
INDUSTRY NEWS
THE increasingly bitter dispute between the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) over financial planning designations has ...
INDUSTRY NEWS
The low level of Australia’s household cash savings could prove a major crisis for the country in the future, the Financial Planning Association (FPA) has warned....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...