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FINANCIAL PLANNING

INDUSTRY NEWS

The FPA has stressed the importance of assigning a deadline to new educational standards for the profession in a submission to another parliamentary inquiry. ...

INDUSTRY NEWS

Platform provider HUB24’s acquisition of Paragem has been completed....

INDUSTRY NEWS

Australian asset owners are tossing and turning at night as they try to keep up with and meet regulations of all sorts, BNP Paribas said....

INDUSTRY NEWS

Australian financial planners use less sophisticated software than US and UK counterparts and have focused on FOFA compliance instead of business efficiency....

INDUSTRY NEWS

The founder and director of the responsible entity for two MISs which were wound up owing around $200 million is fined $10,000 for failing to assist the liquidators....

INDUSTRY NEWS

Proposals to introduce a ‘restricted advice’ label would help to bring transparency to the financial advice consumers Infocus managing director Rod Bristow believes....

INDUSTRY NEWS

Young Australians are increasingly looking for quick fix advice to make their savings last, while over 50s have their eyes squarely on retirement, FPA research has reveal...

INDUSTRY NEWS

The Boutique Planners argue that resolving advice disputes should be the province of planner professional associations....

INDUSTRY NEWS

Financial planners are sourcing almost a third of their revenue from risk advice and showing little hesitation when it comes to switching insurers for the best deal....

INDUSTRY NEWS

The Federal Government should audit of the reviews within financial services to ensure the FSI is not lost within other overlapping inquiries and reviews. ...

INDUSTRY NEWS

Australian institutional platform providers should see themselves as boutiques, as global players start heavily eyeing the Australian market, SFG Australia head of platfo...

INDUSTRY NEWS

Herbert Smith Freehills says the financial services sector needs new regulation that will put a spotlight on “product rationalisation”....

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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 day 7 hours ago

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

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week 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 ...

4 weeks 1 day 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...

4 weeks 1 day ago

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

3 days 3 hours ago