FINANCIAL PLANNERS

Financial planning

FPA’s Ask an Expert week reveals strong demand for professional advice....

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Financial planning

The increasing complexity of financial services legislation is responsible for the growing levels of frivolous legal claims against planners. ...

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Superannuation

Some financial planners are already drawing their advice fee from their clients’ super accounts. ...

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Editorial

As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...

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Financial planning

Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....

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Financial planning

Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...

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Financial planning

Centrepoint’s Peter Kelly outlines some of the issues that will require the attention of the advice profession – and their possible impacts – in 2014....

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Financial planning

Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....

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Financial planning

Industry Super Australia worries that changes to FOFA will bring conflicted remuneration back to financial advice....

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Financial planning

A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....

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Financial planning

Planners still required to provide FDS until FOFA amendments become law....

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Financial planning

The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...

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Policy & Regulation

Planners providing tax advice will have to adhere to the newly-released guidelines on managing conflicts of interest under TASA....

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Financial planning

Aon Financial Services Group merged to create new single division...

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Financial planning

The AFA wants the Financial Systems Review to encompass both PI and the external dispute resolution processes....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 4 days ago