FINANCIAL PLANNERS

Editorial

The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....

Financial planning

Lonsec says it is almost ready to unveil its enhancements to the former van Eyk iRate technology offering, which it purchased from the troubled research house’s liquidato...

Financial planning

The FPA has presented the second Gwen Fletcher Memorial Award to Crowe Horwath’s Amy Early....

Financial planning

The FSI final recommendations seek to place greater onus on product manufacturers....

Financial planning

FPA chief executive, Mark Rantall, has expressed disappointment that the ASIC chairman’s comments impacted the entire profession....

Financial planning

Much as a judge or magistrate has a duty to stay impartial when hearing matters which come before their courts, so too does a Commonwealth regulator....

Policy & Regulation

Most financial planners believe they will have to increase the fees they charge clients as a result of the Future of Financial Advice (FOFA) reforms, a new survey reveals...

Financial planning

Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...

Financial planning

ASIC chairman, Greg Medcraft admits he's fired up and heartbroken over bad financial planners. ...

Policy & Regulation

Minister for Finance, Senator Mathias Cormann, declares the Government is still working to agree more “non-contentious” FOFA refinements....

People & Products

Grant McCorquodale has joined FIIG Securities as its head of personal and intermediary clients, including financial planners....

Financial planning

Financial planners are being urged to take a ‘financial services oath’ to uphold integrity in the profession, by the Australian Labor Party....

Financial planning

New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....

Policy & Regulation

FOFA reforms as they stand push affordable advice further out of reach without addressing consumer protection, academic says. ...

Financial planning

Job growth for financial planners has been on a flat trajectory since the GFC, which should prompt opportunists to pivot into future boom areas like healthcare and succes...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 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. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago