FINANCIAL PLANNING

INDUSTRY NEWS

ING Direct will adopt an advice referral model used by industry fund, Cbus, in partnership with the FPA....

INDUSTRY NEWS

Australian advisers need to get ahead of regulations and legislation to avoid having to deal with significant change, the FPA believes....

INDUSTRY NEWS

New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....

INDUSTRY NEWS

Advisers need to speak to clients in a language they can relate to, AFA chief executive, Brad Fox believes....

INDUSTRY NEWS

ASIC has permanently banned former Equititrust CEO, Mark McIvor from providing financial services after he breached a law. ...

INDUSTRY NEWS

Most Australian consumers do not know who to trust in the financial planning profession and prefer to get their advice from family and friends....

INDUSTRY NEWS

Concerns over the high cost of entry into residential aged care facilities are making housing decisions for elderly Australian complex, an advice firm believes....

INDUSTRY NEWS

The AFA and ISA have polar opposite opinions on lifetime contribution caps when it comes to helping women’s retirement income....

INDUSTRY NEWS

The FSC is one of the founding members of a forum aiming to promote various industries including financial services in a bid to transition from the mining boom. ...

INDUSTRY NEWS

Wealth management group, Standford Brown, has acquired Ian MacRitchie’s IMR Financial Advisors....

INDUSTRY NEWS

PIMCO has launched a digital platform for financial advisers, institutions and investors as part of its focus on the retail segment....

INDUSTRY NEWS

Bombora Advice has appointed Kevin Martin as chairman, who will begin his role in January next year....

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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 3 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 2 days ago