FINANCIAL PLANNING

INDUSTRY NEWS

A new Deloitte Access Economics analysis has questioned economic life after the mega-resources investment projects peak....

INDUSTRY NEWS

As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...

INDUSTRY NEWS

Every planner should be able to enunciate what they do and how they add value in a 15-minute spiel, says HLB Mann Judd business services partner Matthew Gardiner....

INDUSTRY NEWS

The AFA has launched its 2013 GenXt Road Show, which kicks off in Hobart on 5 February and will visit Adelaide, Perth, Melbourne, Sydney and Brisbane....

INDUSTRY NEWS

Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...

INDUSTRY NEWS

ASIC alleges Oliver Peter Curtis made over $1 million in profit by participating in an insider trading conspiracy with the convicted tipper John Hartman....

INDUSTRY NEWS

Demand for finance and accounting professionals in the financial services industry is expected to remain subdued over the first quarter of 2013, according to the 'Robert ...

INDUSTRY NEWS

The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....

INDUSTRY NEWS

The director of collapsed Brisbane-based Wickham Securities, Bradley Sherwin, has appointed PPB Advisory as voluntary administrator....

INDUSTRY NEWS

The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...

INDUSTRY NEWS

Premium Wealth Management has entered into a deal with Bronny Speed and Angus McLeod's AdviceIQ partners to access the AFSL underpinning PortfolioIQ....

INDUSTRY NEWS

With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...

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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...

2 weeks 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 3 days ago

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

4 days 5 hours ago