FINANCIAL PLANNING

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? ...

INDUSTRY NEWS

As a teenager, John Wotherspoon was uncertain about which career path to follow. After being taken by his father to seek the guidance of a career’s adviser, Wotherspoon w...

INDUSTRY NEWS

Accounting and financial planning consolidator Stockford has paid $10.3 million for Moneywise Financial Planning....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 23 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
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