FINANCIAL ADVICE

Superannuation

Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...

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Financial planning

Dealer group heads deny playing a numbers game and admit to turning away some planners....

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Accounting

The IPA confirms its break with APES 230 with the formalisation of its own Pronouncement 11....

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Financial planning

Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....

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Financial planning

One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....

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Financial planning

Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technolog...

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Financial planning

Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to financial services lawyer. ...

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Funds management

The ASX Aqua II Managed Funds Services platform will open new client channels instead of threatening existing ones....

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Superannuation

Trustworthy advice is one of five policy priorities for Industry Super Australia, formerly known as the Industry Super Network....

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Superannuation

As of today, the Industry Super Network will be known as Industry Super Australia....

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Financial planning

BT Financial Group has made a further push to attract female advisers with the launch of the Stella Network....

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Financial planning

Providing children with the opportunity to set their own personal goals in the classroom can help lift their level of financial literacy as they grow....

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Superannuation

CSSA is calling on the Coalition to adopt the super leniency regulation it put forward under Labor....

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Financial planning

A new ASIC report has revealed how the regulator is allowing or rejecting planner remuneration arrangements....

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Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

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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 3 days 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 1 day ago

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

3 weeks 6 days ago