FINANCIAL PLANNING

INDUSTRY NEWS

Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...

INDUSTRY NEWS

Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....

INDUSTRY NEWS

AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....

INDUSTRY NEWS

Perpetual and software provider DomaCom have entered into an agreement which will see Perpetual act as responsible entity and custodian to DomaCom’s new SMSF platform....

INDUSTRY NEWS

ASIC ordered AAA planners to be covered by the dealer group’s PI insurance policy until 29 January, 2014....

INDUSTRY NEWS

Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....

INDUSTRY NEWS

The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...

INDUSTRY NEWS

FirstChoice is well-known for the value for money it offers you and your clients....

INDUSTRY NEWS

Professional scepticism represents an integral ingredient for successful auditors, according to new research released by the Institute of Chartered Accountants (ICAA)....

INDUSTRY NEWS

New research has found that small shareholders have been dumping ASX300 holdings since before the GFC....

INDUSTRY NEWS

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 1 week 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...

1 week 6 days ago

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

3 weeks 2 days ago

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

3 days 15 hours ago