FINANCIAL PLANNERS

Financial planning

Advisers unsure of what to charge for ongoing service ...

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Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

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Financial planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

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Financial planning

The legislation enshrining the term 'financial planner/adviser' will only become law if the Prime Minister, Kevin Rudd, names a later election date. ...

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Financial planning

The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....

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Policy & Regulation

BT Advice has revealed how much in money and human resources it spent on FOFA preparations....

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Editorial

If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...

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Life/Risk

Life Insurer AIA Australia has signed with HUB24 to provide access to and management of its risk insurance products for financial planners via HUB24’s online platform. ...

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Accounting

Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...

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Financial planning

The FPA has been foremost in welcoming the Coalition’s breakthrough on the TASA legislation delivering planners a further 12 months’ exemption. ...

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Financial planning

Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....

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Financial planning

Planners will get a further 12 months relief on TASA changes as part of Government concessions to Coalition on the legislation. ...

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Financial planning

Daily media coverage of the events leading up to the CFP enforceable undertaking generates moves for another Parliamentary inquiry....

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Financial planning

BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....

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Editorial

The appeals of the FPA for a further extension of the TASA implementation seemed to be falling on deaf ears, with the Assistant Treasurer, David Bradbury, seeming determi...

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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....

3 weeks 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 5 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 5 days ago