FINANCIAL PLANNING

INDUSTRY NEWS

UNPRI’s anti-corruption initiative has been successful in changing the risk management practices of approximately 75 per cent of companies targeted....

INDUSTRY NEWS

New US research points to the financial imperative which exists for planners to better understand female clients....

INDUSTRY NEWS

End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....

INDUSTRY NEWS

The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...

INDUSTRY NEWS

Although it seems to have been going on forever, the saga of financial planners and the Tax Agent Services Act 2009 (TASA) seems to be finally reaching a crescendo. ...

INDUSTRY NEWS

IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....

INDUSTRY NEWS

The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....

INDUSTRY NEWS

Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....

INDUSTRY NEWS

A lack of consultation around change within dealer groups risks alienating financial planners. ...

INDUSTRY NEWS

It was hard for Tim Steele to leave AMP Horizons – a business he developed as part of the group – but he tells Money Management he is excited about the opportunity to lea...

INDUSTRY NEWS

Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...

INDUSTRY NEWS

AFA wants legislation to reflect that there is no difference between planners and advisers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

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 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 6 hours 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 ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago