FINANCIAL ADVISERS

Financial planning

The Association of Financial Advisers (AFA) has hit out at the delay of the Financial Services Reform Bill (FSRB), saying the Federal Government should re-examine existin...

Financial planning

Today, the outlook for financial services in Australia is looking bright. The industry is more competitive, efficient and innovative than it has ever been, providing a va...

Financial planning

By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...

Financial planning

In a round table discussion on how technology is shaping the financial services industry, MONEY MANAGEMENT asked a panel of industry commentators if the future of online ...

Financial planning

Two of the biggest names in financial planning have joined forces....

Financial planning

Pacific Rim is to change its name to Deakin Financial Services, following approval of the name change at last week’s annual general meeting....

Financial planning

E*Trade is to offer its US clients with $100,000 to invest access to private fund managers at a reduced fee, following the purchase of US-based PrivateAccounts.com....

Financial planning

Fidelity Investments has made further inroads into the provision of online financial ad-vice with the introduction of a series of services designed for financial advisers...

Financial planning

Deutsche Private Banking senior executive Paul Duncan has moved across to MLC Investment Management to take on the role of portfolio manager within its investment managem...

Financial planning

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

Financial planning

Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....

Financial planning

John Hibberd has drawn the curtains on his three year tenure as president of the Association of Financial Advisers (AFA). ...

Financial planning

In 1992, the word “Internet” didn’t even rate a mention in most dictionaries. In 2000, over 25 per cent of Australians are online and the percentage is rapidly growing. ...

Financial planning

Supplying a complete administration service for self managed superannuation funds is where the major opportunities lie for planners in superannuation according to Tower T...

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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 4 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 2 days ago

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

4 weeks ago