FINANCIAL ADVISERS

Financial planning

The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....

Financial planning

Financial Planning Association (FPA) chair Julie Berry has defended the association's board conventions and protocols in light of a public protest issued by one of its fo...

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Financial planning

Deborah Koromilas yesterday resigned from her position of executive leader for financial advisers with the Australian Securities and Investments Commission....

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Financial planning

Radar Results has seen a dramatic increase in the number of smaller financial planning businesses looking to sell....

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Financial planning

The Industry Super Network has claimed planners are lobbying to water down the Future of Financial Advice changes....

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Financial planning

Wilson HTM is better known as a broking house, but plans are in motion to more than double its financial planning arm....

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Financial planning

The Financial Planning Association has received overwhelming support for lifting education standards, according to acting chief Deen Sanders. ...

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Financial planning

The Federal Government has increased its commitment to the removal of commissions in financial planning, linking the move to the development of Australia as a regional fi...

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Financial planning

AFA seeks to alleviate member concerns about Future of Financial Advice reforms....

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Financial planning

While recent government announcements mean Australia's financial planners are facing significant change, Damon Taylor writes that the shift in policy direction was well t...

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Financial planning

Consumers are confused about what represents planner independence - and so too are some planners....

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Financial planning

More than half of the financial planning practices surveyed by Centurion Market Makers have already transitioned to an explicit fee-for-service or asset-based fee model....

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Financial planning

The advice industry needs to improve its efforts in exposing rogue advisory practices if it is to avoid taking any more collective hits to its reputation....

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Financial planning

The Federal Government has initiated the consultation period for the financial advice regime changes, calling for a positive and mature industry response....

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Financial planning

The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....

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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