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Financial planning
Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...
Financial planning
Another desktop advisory software provider has entered the financial planning arena after signing a contract with a mid-sized, Sydney-based independent dealer group to he...
Financial planning
Licensing of people who provide advice on financial services products is not a straight forward subject. Admittedly, the Financial Services Reform Act (FSRA) bought toget...
Financial planning
Western Australia has been operating a mortgage broker licensing system for more than 10 years, and is the only state that has a licensing system for brokers, although th...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Financial planning
The Institute of Chartered Accountants has called for financial planners to move to a fee-for-service model, stating that commission payments inherently result in conflic...
Financial planning
Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...
Financial planning
The Financial Planning Association (FPA) has won a rare accolade from a major superannuation fund, with Tasmanian-based Tasplan praising the efforts of the FPA to improve...
Financial planning
The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....
Financial planning
Law firm Slater and Gordon will take legal action against between 75 and 100 financial planners on behalf of 2,000 investors who lost millions of dollars in schemes assoc...
Financial planning
The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....
Financial planning
Law firm Slater and Gordon has confirmed that it will launch its class action against financial planners whose clients were exposed to failed Westpoint investments as soo...
Financial planning
A report into the Financial Services Reform Act (FSRA) commissioned by major accountancy body CPA Australia has suggested that advice provided by real estate agents and p...
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
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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...