FINANCIAL PLANNING

INDUSTRY NEWS

IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...

INDUSTRY NEWS

I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...

INDUSTRY NEWS

Financial services groups with global scale and reach will be the big industry winners in coming years, according to AXA Australia chief executive Les Owen....

INDUSTRY NEWS

Convergence and the digital revolution in global capital markets are becoming the drivers of regulatory regimes throughout the world, according to Professor Ian Harper of...

INDUSTRY NEWS

Professional Investment Services (PIS) has taken the plunge into retail stock broking through a deal signed with online broker E*Trade....

INDUSTRY NEWS

US based giant Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via A...

INDUSTRY NEWS

NRMA has rolled out a new income protection policy which makes use of agreed value and indemnity contracts within the same policy....

INDUSTRY NEWS

The Financial Planning Association (FPA) has signed on JD Allen & Associates as the recruitment agency in charge of forwarding candidates for the association’s chief exec...

INDUSTRY NEWS

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

INDUSTRY NEWS

The Financial Planning Association (FPA) has appealed to the government to axe its proposal to introduce a declared professional body (DPB), saying it unfairly advantages...

INDUSTRY NEWS

I haven’t changed dealer groups since I’ve been in the industry. I joined Pembroke Financial Planners in 1994....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week 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...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

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

3 days 15 hours ago