FINANCIAL PLANNING

INDUSTRY NEWS

More than half of Australian employers monitor their staff members’ internet use, with a further 27 per cent blocking access to online shopping sites, a survey reveals....

INDUSTRY NEWS

ASIC has banned a former ANZ authorised representative for 10 years for contravening financial services laws via misleading and deceptive conduct....

INDUSTRY NEWS

Financial advisers were ‘pawns’ in the financial industry to distribute products in the past, but this will no longer cut muster, a consultant firm principal believes. ...

INDUSTRY NEWS

Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....

INDUSTRY NEWS

Despite studies finding strong links between rising income inequality and lower life satisfaction Australians seem to be unfazed, according to research by Said Business S...

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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

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

6 months 2 weeks ago

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

8 months 2 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 6 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 5 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day ago