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Financial planning

It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...

Financial planning

Two weeks ago the Minister for Financial Services Joe Hockey released a press statement which said the Financial Services Reform Bill (FSRB) had been halted indefinitely....

Financial planning

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association’s (FPA) national compliance program. ...

Life/Risk

LIFE insurers will take a hit to the bottom line if the delayed Financial Services Reform Bill (FSRB) is resurrected....

Financial planning

The Financial Services Reform Bill reforms will have a significant impact on the operations of life insurance agents. Nicole Szollos looks at some of the changes already ...

Financial planning

By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...

Financial planning

The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...

Financial planning

A year as chairman of the FPA is a year full of activity. Indeed it is year full of activity, much of which is propelled by change. And it is change that has moved from t...

Financial planning

Life insurers will take a hit to the bottom line if the Financial Services Reform Bill survives the impasse between the Federal and State Governments....

Financial planning

The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....

Financial planning

Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...

Financial planning

Fiducian has unveiled ambitious plans to build one of Australia’s biggest financial planning groups....

Financial planning

APIR Systems has received a significant boost to extend its identification system to with a hefty capital injection from the ACT and Federal governments....

Financial planning

The Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate its financial planning groups. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 3 hours ago