FINANCIAL PLANNING

INDUSTRY NEWS

ASIC has imposed new licence conditions on Morgans Financial Limited after it found several breach incidents over recent years. ...

INDUSTRY NEWS

New calls have emerged for the merger of the FPA and AFA, and a clear dividing line between advice and product....

INDUSTRY NEWS

Spring Financial Group declares intention to grow planning business via franchise-based expansion....

INDUSTRY NEWS

Recently announced life/risk reforms ensure ongoing viability of personal risk advice compared to the risks of disruption inherent in the initial recommendations....

INDUSTRY NEWS

The FSC has congratulated Helen Rowell on her new appointment as APRA full-time deputy chair, and pointed to her consultative approach in her dealings with the industry a...

INDUSTRY NEWS

APRA has appointed former Suncorp Life CEO, Geoff Summerhayes as a member, while Helen Rowell has been appointed full-time deputy chair until 2018. ...

INDUSTRY NEWS

Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....

INDUSTRY NEWS

Financial services specialist, Fiducian Group, has announced a series of enhancements to its online offering in a bid to help support Australian financial planners....

INDUSTRY NEWS

Beacon Financial Group has signed on as the first distributor of new super fund, Endeavour Super, while selecting OneVue’s Luminous as its platform. ...

INDUSTRY NEWS

The mainstream media’s over-reaction to normal market events is damaging the financial services industry....

INDUSTRY NEWS

The Italian Azimut-backed Paul Barrett-led AZ NGA has signed up another planning business - Harvest Wealth....

INDUSTRY NEWS

The Association of Financial Advisers has welcomed FOFA amendments extending opt-in time-frames....

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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 4 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 5 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