FINANCIAL PLANNERS

Superannuation

Early Bird registrations close this Friday 13 May for the Money Management Retirement Incomes Strategies seminar. Take advantage of the discount rate by booking your spot...

Financial planning

The managing director of a small Melbourne financial planning practice has written a letter to Financial Services Minister Bill Shorten, outlining the devastating effect ...

Superannuation

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

Superannuation

The Hon. David Bradbury, Parliamentary Secretary to the Treasurer, is just one in the line-up of high quality speakers who will be presenting at the inaugural Money Manag...

Financial planning

Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...

Financial planning

Employment prospects for the banking and financial services sectors are set to rise in the second quarter of 2011, according to recruitment consultancy Robert Walters....

Editorial

Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...

Superannuation

Next to the excess contributions tax, borrowing within super is one of the most concerning issues currently faced by self-managed super fund (SMSF) advisers, writes Carol...

Editorial

Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....

Financial planning

Colonial First State's FirstChoice platform has embarked on a joint development with IRESS' XPLAN software, which the two companies said would reduce application turnarou...

Financial planning

The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...

Editorial

With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...

Financial planning

The Assistant Treasurer and Minister for Financial Services and Superannuation, Bill Shorten, has told financial planners that there is no need to compete with the intra-...

Financial planning

The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...

Financial planning

Voting for this year's BDM of the Year closes on Friday, 15 April, 2011....

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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 3 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 4 hours ago