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

JOHN GILLIES

SO NOW YOU ARE NOT ONLY A FUND MANAGER BUT A MIND READER AS WELL ? (Where it should have considered the orders were man...

15 hours ago
Nathan Baker

That's great. If any loss had occurred and clients eventually sue, that will probably occur after the PI has lapsed. Adv...

16 hours ago
Mark Marshall

It is about time that commentary put forward by the Financial Services industry's middleman is supported with hard facts...

1 day 7 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

4 weeks 1 day ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week ago