FINANCIAL PLANNING

INDUSTRY NEWS

The four finalists in this years Money Management’s Financial Planner of the Year award feature some of the profession’s most respected members....

INDUSTRY NEWS

Sealcorp is to ramp up its wrap account service and add screen scraping facilities to the adviserNet online service for advisers....

INDUSTRY NEWS

In what promises to be the biggest and the best National Convention the FPA has ever staged, delegates this week will converge upon the Melbourne Convention Centre for th...

INDUSTRY NEWS

Financial planners contemplating a move from adviser to manager should develop fail-safe business strategies before making the leap, according to Heraud and Harrison dire...

INDUSTRY NEWS

Two of the biggest names in financial planning have joined forces....

INDUSTRY NEWS

This year’s Financial Planning Association conference marks the ninth year that advisers have gathered together on an annual basis for the largest event of its kind in th...

INDUSTRY NEWS

Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...

INDUSTRY NEWS

The Financial Services Reform Bill reforms will have a significant impact on the operations of life insurance agents. Nicole Szollos looks at some of the changes already ...

INDUSTRY NEWS

By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...

INDUSTRY NEWS

In the space of six months, a number of Australia’s paper millionaires have been reduced to paper paupers as a result of the collapse in Internet-driven technology stocks...

INDUSTRY NEWS

The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...

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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....

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