FINANCIAL PLANNING

INDUSTRY NEWS

New paper suggests the current financial advice model for retirees is inadequate....

INDUSTRY NEWS

Pensioners who have their savings parked in deeming accounts could do much better by shopping around for a better interest rate, according to RateCity.com.au's Michelle H...

INDUSTRY NEWS

Olivia Maragna has taken out the Association of Financial Advisers (AFA) Adviser of the Year Award at the conclusion of the association's annual conference on the Gold Co...

INDUSTRY NEWS

Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....

INDUSTRY NEWS

Financial advisers are well-placed to assist clients through the estate planning process, but the complexity of drafting a binding Will may require more technical and com...

INDUSTRY NEWS

ASIC Commissioner Peter Kell has told Money Management that while introducing licensee-specific codes of conduct is an option, it could be a costly and complicated proces...

INDUSTRY NEWS

A PIS adviser has been banned for three years for failing to comply with financial services laws....

INDUSTRY NEWS

The Coalition has indicated it has already drafted changes to FOFA legislation that it will implement if it wins office....

INDUSTRY NEWS

The AIOFP may consider implementing a fund to help its members cope with adverse FOS findings....

INDUSTRY NEWS

Mortgage brokers can potentially boost their business values to more than three times annual revenue if they diversify into services such as financial planning, according...

INDUSTRY NEWS

The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....

INDUSTRY NEWS

Challenger’s Liquid Lifetime annuity provides a guaranteed income for life, the ability to keep pace with inflation, the potential to increase Age Pension benefits, and i...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks 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 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 4 days 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...

3 weeks 5 days ago

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

2 weeks 2 days ago