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FINANCIAL PLANNERS
People & Products
IOOF’s Johan Cruz has moved over to Premium Wealth Management to head its compliance division....
Top 100
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...
Financial planning
Perpetual Private Clients has the most valuable planners according to data collected as part of the upcoming Money Management Top 100 Dealer Group survey....
Financial planning
FPA chairman, Matthew Rowe wants planners to be individually registered with ASIC as part of a fully enforceable professional code of conduct....
Financial planning
Financial planners' performance should be given a rating by customers and scores made readily available on a central register, BT Financial Group believes. ...
Funds management
Managed account operators set to face increased competition as mainstream platform providers integrate increase their capabilities in this space...
Financial planning
Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...
Financial planning
Industry advocate groups have broadly welcomed the Financial System Inquiry (FSI) interim report’s vow to lift the education bar for advisers, but one has questioned the ...
Editorial
As scathing as the Senate Committee’s report into ASIC’s handling of the Commonwealth Financial Planning enforceable undertaking may have been, the answer does not lie in...
Financial planning
A number of CBA planners have declared their anger at comments made by the FPA chairman, Matthew Rowe....
Financial planning
Brisbane-based financial planning practice Tupicoffs has become one of the few Australian planning firms to sign a Declaration of Independence, proclaiming it free of all...
Policy & Regulation
Industry Super Australia has called on the Senate to disallow the Government’s FOFA regulatory changes claiming they will see a return to the bad old days....
Financial planning
Dealer groups and consumers must do their part to surveil the financial advice profession, with ASIC’s resources allowing it limited reign over the “high risk” industry, ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...