ADVICE

Financial planning

The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

Financial planning

The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

Financial planning

Financial planners are being encouraged to offer advice to large numbers of first time shareholders involved in the share buyback scheme currently underway with the NRMA....

Financial planning

Financial planners on the look out for new opportunities might do well to target women approaching retirement....

Financial planning

The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...

Financial planning

Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...

Financial planning

Your average person is usually at great pains to avoid admitting their mistakes, especially when it comes to the future of financial planning. But then again, Tom Collins...

Financial planning

AMP Financial Planning has taken GIO Fund Managers into its embrace to make Australia’s largest financial planning group even bigger....

Financial planning

Is financial planning for most advisers an academic exercise? ...

Financial planning

Is financial planning for most advisers an academic exercise? ...

Financial planning

Table: Snapshot of the way they were: KPMG Financial Services: Believed to be the largest player with $520 million of funds under advice, 16 advisers and about 1,000 clie...

Financial planning

Members seeking advice about their superannuation are driving industry funds to form their own financial planning arms....

Financial planning

Should financial planners advise on direct shares?...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago