FINANCIAL PLANNING

INDUSTRY NEWS

With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....

INDUSTRY NEWS

The Government has made a big push to improve financial literacy among consumers, but was it the right approach? Tim Stewart reports....

INDUSTRY NEWS

Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...

INDUSTRY NEWS

The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...

INDUSTRY NEWS

Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...

INDUSTRY NEWS

A Melbourne adviser who placed close to $700,000 of client money in a failed investment scheme is charged with inappropriate advice....

INDUSTRY NEWS

Financial planning broker firm Radar Results has been placed in liquidation as a result of an internal restructure....

INDUSTRY NEWS

Fewer Australians appear prepared to direct their money towards investment properties, according to new data released by real estate company Ray White Group....

INDUSTRY NEWS

Tyndall Asset Management has suggested that the Australian dollar is likely to remain strong over the short to -medium term, generating implications for monetary policy a...

INDUSTRY NEWS

Research company Tepana Financial Indices has entered into a partnership with My Dealer Group to launch what it is describing as a suite of indices to provide licensees w...

INDUSTRY NEWS

Superannuation fund legalsuper has changed asset consultants, relinquishing JANA in favour of Towers Watson....

INDUSTRY NEWS

ASIC has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...

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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....

5 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...

2 weeks 6 days ago

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

1 week 3 days ago