FINANCIAL PLANNING

INDUSTRY NEWS

With more mortgage brokers taking advantage of the growth of the self-managed superannuation fund (SMSF) space, the MFFA will soon launch a training course in SMSF lendin...

INDUSTRY NEWS

ASIC has accepted an enforceable undertaking (EU) from financial services business City Index Australia....

INDUSTRY NEWS

Equity Trustees is planning to grow its internal and external distribution base and has recruited a new national manager of advice and personal services....

INDUSTRY NEWS

Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....

INDUSTRY NEWS

Industry commentators claim low-cost dealer groups could be an accident waiting to happen....

INDUSTRY NEWS

Roy Morgan data points to strengthening business confidence among financial services and insurance firms, but eFinancialCareers claims retrenchments are the order of the ...

INDUSTRY NEWS

Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

INDUSTRY NEWS

Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....

INDUSTRY NEWS

Financial advisers are spending considerable time and resources in developing their client presentation but falling short in the client interaction process....

INDUSTRY NEWS

Due to conflicts surrounding the link between product and advice, large parents of financial planning groups should use monitoring mechanisms to ensure the advice provide...

INDUSTRY NEWS

The Bank of Queensland will have to refund approximately $12 million to around 6000 mortgage customers following a system error....

INDUSTRY NEWS

More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 5 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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