FINANCIAL PLANNERS

Financial planning

As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...

Financial planning

Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....

Financial planning

The consensus of thought on the current crisis of adviser credibility in financial planning seems to be “sit tight and ride out the storm”. But is it enough? Keith Peel r...

Financial planning

Financial planners should have to earn the right to the exclusive use of the term ‘financial planner’ according to shadow finance minister Senator Stephen Conroy....

Financial planning

Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...

Financial planning

International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...

Financial planning

Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....

Financial planning

If we thought we had problems in Australia, they pale in comparison to those besetting the financial planning industry in Canada. Julie Bennett and Lucie Beaman report....

Financial planning

AMP Financial Planning has announced a $5 million package to support its financial planners, who are said to be suffering due to a slated split between AMP’s Australian a...

Financial planning

Australian Liberal Party Senator John Watson has criticised the financial planning industry, labelling it one of the significant weaknesses in Australia’s superannuation ...

Financial planning

The Financial Planning Association (FPA) will find it impossible to solve its professional indemnity (PI) insurance woes, according to a leading insurance broking house a...

Financial planning

The Australian Securities and Investments Commission (ASIC) has released details of how it will administer conduct and disclosure requirements for financial planners unde...

Financial planning

Listed financial planning company Snowball Group has appointed Trent Capital managing director Andrew Brown as a non-executive director of the company, and given Trent, a...

Financial planning

The Financial Service Reform Act will not change community perceptions of financial planners nor will it stop people from being dishonest according to International CFP C...

Financial planning

Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 1 week 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. ...

4 weeks 1 day 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 5 days ago

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

3 weeks 1 day ago