FINANCIAL PLANNING

INDUSTRY NEWS

Life/risk advisers should already be moving towards new post-LIF remuneration models....

INDUSTRY NEWS

People providing so-called “wholesale” advice should not be permitted to call themselves planners....

INDUSTRY NEWS

Plaintiff law firms are continuing their focus on financial services, turning to social media networks to attract the attention of clients....

INDUSTRY NEWS

A substantial number of experienced advisers may leave the market place, if they require a degree or degree equivalent, Pathway Licensee Services believes....

INDUSTRY NEWS

Limited licensing for accountants is all well and good, but how will it be policed, financial services mergers and acquisitions consultant, John Birt asks....

INDUSTRY NEWS

The Association of Financial Advisers has warned of an exodus of experienced advisers if the Government imposes an AQF 7 minimum....

INDUSTRY NEWS

The key financial services groups are unified in their view that existing planners will need more than a two-year transition to become degree qualified....

INDUSTRY NEWS

While the summer months bring an annual slowdown to Australia’s financial services sector, employers do not believe it is associated with the motivation of their staff, r...

INDUSTRY NEWS

The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....

INDUSTRY NEWS

Negative publicity and image of financial planners have acted as a barrier to super fund switchers opting for professional financial advice....

INDUSTRY NEWS

ASIC cancelled the AFSL of financial services company, Chronos Capital, and permanently banned its director, Robert Semple, from providing financial services....

INDUSTRY NEWS

Senior homeowners can boost their cash by selling while prices are high and moving into more affordable accommodation, according to Aged Care Gurus....

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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 2 weeks ago

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

7 months 2 weeks ago

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

1 week 3 days 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...

3 weeks 4 days ago

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

2 weeks 1 day ago