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FINANCIAL PLANNING
INDUSTRY NEWS
Former Genesys managing director, Tim Steeel, appointed general manger of NAB Financial Planning....
INDUSTRY NEWS
Robo-advice offerings today do not offer any genuine interaction and more work is needed to help create a seamless interface with clients....
INDUSTRY NEWS
AMP Capital announces management restructure resulting in departure of Sharon Davis....
INDUSTRY NEWS
It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....
INDUSTRY NEWS
ASIC has released a consultation paper on guidance for robo-advice providers, highlighting that licensees should appoint human advisers to monitor and test digital advice...
INDUSTRY NEWS
Mercer’s Western Sydney clients will now have access to on-the-ground financial advisers as they expand their team to Parramatta....
INDUSTRY NEWS
The Australian Prudential Regulation Authority chairman, Wayne Byres says recent events have drawn the regulator's attention to corporate culture in the life/risk sector....
INDUSTRY NEWS
More SMSF trustees are seeking inexpensive ‘discounter’ advice online or over-the-phone as they look for low fees and charges, an industry consultant reports. ...
INDUSTRY NEWS
Failed agribusiness MIS are a result of insufficient regulation governing the meaning of ‘general advice’, the FPA believes....
INDUSTRY NEWS
Australian home-owners are shouldering increasing debts as house prices continue to rise, leaving them exposed should the market decline, research reveals....
INDUSTRY NEWS
There will always be an “inherent reluctance” to seek financial advice, and overcoming this barrier is key to engaging everyday Australians, according to Map My Plan....
INDUSTRY NEWS
A fee-for-service structure is easier when holistic financial advice is given, BFG Financial Services managing director believes....
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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...