FINANCIAL PLANNERS

Financial planning

Professions working off old stereotypes need to look to future co-operation...

Financial planning

ASIC has acknowledged an Abbott Federal Government’s intended amendments to FOFA but will not be altering its approach until they become law....

Superannuation

A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...

Financial planning

Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....

Editorial

There is more than a little hypocrisy in calls by law firms for people to avoid using bank financial planners, given the reality that the commercial practices pursued by ...

Financial planning

FOFA regulations require planners to outline platform and investment choices in SOAs....

Financial planning

Planners encouraged to assess research house compliance with new regulatory standard....

Funds management

ETFs have moved onto a level playing field with actively managed investment products as a result of the FOFA reforms — but the onus is still on ETFs for people to invest ...

Financial planning

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

Financial planning

Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...

Financial planning

A major law firm has warned Australian consumers against taking advice from bank financial planners....

Editorial

Financial planner recruitment and migration within the financial services industry is virtually on hold until after the 7 September Federal Election....

Financial planning

The latest ASIC Market Supervision Report reveals practices amongst securities dealers which might make a planner blush. ...

Financial planning

An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....

Financial planning

There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 days 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 2 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 5 days ago