FINANCIAL PLANNING

INDUSTRY NEWS

Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....

INDUSTRY NEWS

With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...

INDUSTRY NEWS

New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....

INDUSTRY NEWS

The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....

INDUSTRY NEWS

The FPA has released figures showing the number of Australians seeking financial advice is increasing....

INDUSTRY NEWS

Ratings house van Eyk has completed the purchase of NZ-based Perpetual Asset Management and Perpetual Portfolio Management, the sale of which was first announced in Janua...

INDUSTRY NEWS

The regulator has warned the public to be wary of an email claiming to be from Sydney Credit Union which contains reference to ASIC chairman Greg Medcraft....

INDUSTRY NEWS

AFA has launched a new initiative to “connect and support” females across the financial advice industry....

INDUSTRY NEWS

ASIC is warning investors of a cold-calling scam that appears to be linked to a series of fraudulent businesses....

INDUSTRY NEWS

Financial planners who fail to report suspicious client activity can wind up facing prosecution down the track, according to Minter Ellison partner Richard Batten....

INDUSTRY NEWS

Financial Services minister Bill Shorten has acknowledged the public’s desire for super policy to be depoliticised....

INDUSTRY NEWS

MyState in the market for new CFO following departure of Paul Viney....

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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 1 week 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....

4 days 8 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 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago