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Financial planning

Financial planners at both the dealer group level and at the individual adviser level recognise the benefit of linking Financial planning with mortgage broking. ...

Financial planning

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Financial planning

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Superannuation

The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...

Financial planning

The Association of Financial Advisers is developing a ‘soft skills’ course for advisers in an attempt to help reduce the level of underinsurance in Australia....

Financial planning

The organisation representing industry superannuation funds has used a submission to the Treasury to argue that financial planners should be made to comply with the same ...

Financial planning

Federal Labor will ensure “financial disclosure documents are simplified and standardised” if it comes to power this year, according to shadow treasurer Wayne Swan....

Financial planning

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Financial planning

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Financial planning

The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...

Financial planning

Reverse mortgage operator Bluestone Equity Release plans to align with a number of financial services institutions to provide reverse mortgages to the retail market....

Financial planning

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Financial planning

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Financial planning

An industry review of the Code of Practice on Alternative Forms of Remuneration has found local licensees and planners have adapted well to the disclosure regime....

Financial planning

Western Australian mortgage broker Pauline Murray has become the first to receive a new reverse mortgage accreditation from the Senior Australians Equity Release Associat...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week 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...

1 week 5 days ago

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

3 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 days 20 hours ago