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FINANCIAL PLANNING

INDUSTRY NEWS

ASIC has stated its plan to recover investigation costs will increase the speed of its work as those under investigation would seek rapid outcomes....

INDUSTRY NEWS

Almost two thirds of financial planners hold a bachelor degree or higher, with 25 per cent holding a Post Grad or Masters, the Money Management Salary Survey reveals....

INDUSTRY NEWS

Fortnum Financial Group is set to merge with netwealth’s subsidiary, Financial Planning Services Australia....

INDUSTRY NEWS

ASIC bans former Westpac financial planner after he submitted nine false insurance policy proposals between May and September 2014....

INDUSTRY NEWS

Industry Super Australia has told the Australian Prudential Regulation Authority that retail super funds are disguising investment costs via the use of platforms....

INDUSTRY NEWS

Perceptions that those running financial planning firms are making big bucks is wide of the mark for many of the industry’s top brass, data from the Money Management Sala...

INDUSTRY NEWS

Paraplanners feel valued by their employers, despite many feeling they are underpaid and lack opportunities to progress....

INDUSTRY NEWS

Robo-advice will not become a good substitute if it cannot meet the needs of clients in the same way as face to face advice....

INDUSTRY NEWS

BT Financial Group will ramp up its adviser rating site with more consumer tools - including the provision of general advice, financial literacy and detailed adviser work...

INDUSTRY NEWS

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

INDUSTRY NEWS

Clients undervaluing financial advice is one of the biggest barriers to planners obtaining the salary they believe they deserve....

INDUSTRY NEWS

A strong Commbank result has been clouded by a profit decline in its Wealth Management business flowing from its advice remediation and compliance costs....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago