FINANCIAL ADVISERS

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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Financial planning

The role of business development managers is one that is frequently discussed in the financial services industry. Col Fullagar takes a look at what financial advisers wan...

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Financial planning

Financial planner demand remains high with most roles offered by banks and larger institutions....

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Financial planning

Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...

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Financial planning

Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...

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Financial planning

Dealer groups are continuing to support calls for a unified industry voice despite concerns about how a potential merger between the FPA and the AFA would work....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week 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. ...

3 days 9 hours 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. ...

4 days 13 hours ago