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FINANCIAL ADVICE
Financial planning
Sydney planning firm Money Solutions has entered into a partnership with REST to provide financial advice to its 1.5 million members....
Financial planning
With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Financial planning
The planning practice of former Financial Planning Association board member Laura Menschik has joined forces with two other boutiques to set up a new business combining f...
Financial planning
The number of unsolicited offers to investors to buy shares has increased by more than 50 per cent over the past 12 months, according to ASIC commissioner Berna Collier....
Financial planning
The Australian Securities and Investments Commission has sought to clarify the position of employers and organisations with respect to talking with employees about the ne...
Financial planning
The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...
Financial planning
The Financial Planning Association has struck back at Virgin boss Richard Branson’s attack on financial advisers, accusing the flamboyant English billionaire of “swanning...
Life/Risk
The Australian Securities and Investments Commission has successfully appealed to the South Australian Supreme Court after the Magistrates Court failed to convict a forme...
Financial planning
Far fewer Australians are seeking financial advice, yet paradoxically they think the standard of that advice has dramatically improved, according to a survey of 25,000 co...
Financial planning
Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...
Financial planning
Australians are twice as likely to get information about their finances from the media than they are from professional advisers, a new survey has revealed....
Financial planning
Advisers have been urged to back a new world standard on financial planning in order to improve the image of the profession in Australia....
Financial planning
The founder of a Gold Coast-based firm responsible for running a series of wealth creation seminars has consented to orders in the Supreme Court of Queensland that preven...
Financial planning
Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...