FINANCIAL PLANNER

People & Products

Three financial advisers, including a former chair of the Financial Planning Association of Australia, have been awarded a Medal of the Order of Australia in this year’s ...

Financial planning

A former financial planner who has previously been subject to reports of gambling stolen money has been arrested by police after allegedly defrauding multiple clients of ...

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Financial planning

Rahul Goel of AR Wealth and Finance in Western Australia has also been charged with three counts of false certification of documents....

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Financial planning

Financial advisers can comfortably continue to provide clients with assistance around life insurance claims handling thanks to greater regulatory clarity provided by the ...

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Financial planning

The answer to running a not-for-profit planning business is to establish it within an industry superannuation, according to evidence given to a key parliamentary committe...

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Financial planning

The Financial Planning Association has found itself in accord with industry funds in suggesting that early access to superannuation should be a last resort and something ...

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Policy & Regulation

The Government’s decision to scrap industry-run Code Monitoring Authorities will save the major planner bodies millions in set-up and running costs....

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Features

Mike Taylor writes that scores of financial advisers will be left looking for new licensees in the wake of this month’s announcements by the Commonwealth Bank and AMP Li...

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People & Products

Profile Financial Services has appointed a senior financial planner to its Parramatta office. ...

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Awards

Felicity Cooper, from Cooper Wealth Management, has been crowned this year’s Financial Planner of the Year at Money Management’s Women in Financial Services Awards....

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Editorial

The Royal Commission has revealed the degree to which key industry players have sought to cling to pre-Future of Financial Advice remuneration structures and how such str...

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Policy & Regulation

Industry superannuation fund body, the Australian Institute of Superannuation Trustees, has told the Australian Financial Complaints Authority that super fund monies shou...

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Financial planning

The Financial Adviser Standards and Ethics Authority has released proposed guidance on the Financial Adviser Examination that is flagged to form a compulsory part of its ...

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People & Products

Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed to the SMSF Association board. ...

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Financial planning

Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks 4 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 2 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 weeks 3 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 weeks 2 days ago

Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...

1 week 3 days ago