FINANCIAL PLANNERS

Financial planning

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

Financial planning

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

Superannuation

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

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...

Financial planning

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

Financial planning

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

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....

Financial planning

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

Financial planning

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

Financial planning

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

Financial planning

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

Financial planning

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

Policy & Regulation

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

Financial planning

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

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?...

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 1 week 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

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...

2 weeks 1 day 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 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

5 days 12 hours ago