FINANCIAL PLANNING

INDUSTRY NEWS

Simon O’Regan has been named as the replacement for William M Mercer chief executive Bruce Cook who vacates the top job after more than 16 years. ...

INDUSTRY NEWS

</B>Tower Life has committed to paying nearly $250,000 to 42 families previously denied claims on a funeral plan product, following an Australian Securities and Investmen...

INDUSTRY NEWS

The Victorian Government will offer a tender to financial planning groups to provide fee for service advice for more than 100,000 public sector retirees....

INDUSTRY NEWS

An adviser banned by the Australian Securities and Investment Commission (ASIC) for involvement in the Wattle Group has had the ban set aside after an appeal to the Admin...

INDUSTRY NEWS

Dominic Alafaci has become the third Melbourne-based financial planner in a row to win the Money Management Financial Planner of the Year....

INDUSTRY NEWS

The Association of Financial Advisers (AFA) has hit out at the delay of the Financial Services Reform Bill (FSRB), saying the Federal Government should re-examine existin...

INDUSTRY NEWS

Inaugural president of the Financial Planning Association Bernie Walshe has been awarded life membership of the FPA....

INDUSTRY NEWS

The Financial Planning Association (FPA) will pay board members $290,000 in directors’ fees during the next year. ...

INDUSTRY NEWS

Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....

INDUSTRY NEWS

A new generation of financial planning groups is driving change in the industry, forcing existing planners to start valuing their clients and fighting for their loyalty, ...

INDUSTRY NEWS

Financial planners who are not giving their clients choice and integrated service will fail, says National’s head of global financial services, Peter Flavel....

INDUSTRY NEWS

Q) What has been your best business decision in the past year? ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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 4 weeks ago

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

2 weeks 3 days ago

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

3 weeks 1 day ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 2 days ago