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Financial planning
The Investment and Financial Services Association will this week release the results of research revealing a distinct improvement in consumer sentiment towards financial ...
Financial planning
The Commonwealth Bank-owned dealer group Financial Wisdom has enhanced the support function for its authorised representatives as part of the new remuneration model it im...
Financial planning
Financial Planning Association chief executive Jo-Anne Bloch kicked off this year’s FPA National Conference with four significant announcements, which could lead to drast...
Financial planning
The chairman of the Australian Securities and Investments Commission, Jeffrey Lucy, has urged the Financial Planning Association to put in place its own disciplinary proc...
Financial planning
The stringent rules governing superannuation switching advice has meant some financial planners are eliminating this type of service for their client base....
Financial planning
The Financial Planning Association is keenly anticipating a national regulatory regime for mortgage broking, saying it may only be weeks away from public consultation fol...
Financial planning
AMP Financial Planning has undertaken a revamp of its financial planner support network, which has involved the departure of at least four managers from within its operat...
Financial planning
The Government’s plan to make professional indemnity insurance mandatory for financial planners has received a lukewarm response from the Financial Planning Association o...
People & Products
The board of Deakin Financial Services, the former financial planning arm of DKN Financial Group, has appointed Ferrier Hodgson as administrators to manage the entity’s a...
Financial planning
IWL Limited has reached a significant milestone, announcing this week that its Portfolio Solutions division branded as Echelon Portfolio has surpassed $5 billion in funds...
Financial planning
The IOOF -owned, newly branded financial planning dealer group Consultum Financial Advisers has added the Western Australian-based advisory practice Prosperity Partners t...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...