FINANCIAL PLANNING

INDUSTRY NEWS

AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....

INDUSTRY NEWS

Financial planning businesses should conduct a health check of how they are tracking as they approach the end of the calendar year, according to Macquarie Practice Consul...

INDUSTRY NEWS

Major insurer AIA Group Limited has pointed to further growth prospects on the back of this week announcing the delivery of record value of new business of US$300 million...

INDUSTRY NEWS

AMP and Sunsuper have announced a new office project on the edge of the Brisbane CBD....

INDUSTRY NEWS

Australian-based financial services software provider Bravura has this week been named as one of only two Australian companies among the world’s top 100 technology vendor...

INDUSTRY NEWS

Industry superannuation fund Professional Associations Super has launched a mobile device-optimised site in what it says is a response to the rapid take-up of smart phone...

INDUSTRY NEWS

The industry should have a clearer idea within the next two weeks of how a code of conduct will obviate the need for opt-in....

INDUSTRY NEWS

A legal challenge to a Financial Ombudsman Service determination regarding client losses in frozen unlisted investments has been dismissed by the Western Australian Supre...

INDUSTRY NEWS

A number of the ASIC's proposals for conflicted remuneration payments are claimed to be inconsistent with current financial services law and have little to do with the pr...

INDUSTRY NEWS

AMP's Horizons Academy has linked with the University of New South Wales, allowing graduates to use credits towards financial planning degrees that are then linked to the...

INDUSTRY NEWS

AFA joins voices expressing concern that minister may have influenced Productivity Commission outcome....

INDUSTRY NEWS

The number of disputes relating to investments taken to FOS in the 2011-12 financial year dropped by 13 per cent on the previous year....

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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 3 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....

2 weeks 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...

4 weeks 1 day ago

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

2 weeks 5 days ago