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FINANCIAL PLANNING

INDUSTRY NEWS

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

INDUSTRY NEWS

The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....

INDUSTRY NEWS

Banning upfront commissions on insurance products is not the answer to weeding out unscrupulous advisers, according to The Boutique Financial Planning Principals’ Group (...

INDUSTRY NEWS

ASIC has secured a restraining order preventing a foreign exchange company and its former director from carrying on a financial services business....

INDUSTRY NEWS

An Australian financial services business has agreed to cease providing services in Japan after an inquiry by ASIC found it was not licenced by the Japanese regulator....

INDUSTRY NEWS

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

INDUSTRY NEWS

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....

INDUSTRY NEWS

More than 4000 customers of the CBA's planning businesses have registered for a review of the financial advice they received following the launch of the Open Advice Revie...

INDUSTRY NEWS

A raft of legislative and regulatory change in the financial planning sector has essentially made long-time advisers feel like new entrants to the profession, according t...

INDUSTRY NEWS

The AFA announced it has appointed former AFA Treasurer and NSW director Deborah Kent as national president....

INDUSTRY NEWS

ClearView Wealth has received 100 per cent approval from the shareholders of Matrix for its purchase of the financial planning group....

INDUSTRY NEWS

Financial services group Spring FG says it will never be pursuing a dealer group model again after a “bitter experience” with a rogue licensee last year. ...

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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...

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

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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 ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

4 weeks 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...

2 weeks 6 days ago