FINANCIAL PLANNERS

Financial planning

Planning firms have moved into mortgage broking because of the poor quality of the advice handed out by brokers....

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Financial planning

The FPA welcomes continued primacy of ASIC in regulating planners on tax advice....

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Financial planning

If the shift to a fee-for-service model does come into play next year as part of the Government’s Future of Financial Advice (FOFA) reforms, it is expected that lis...

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Editorial

Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...

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Editorial

Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...

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Financial planning

Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....

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Financial planning

As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....

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Financial planning

The financial planning industry appears to have extracted a workable truce on rules about the provision of tax advice....

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Financial planning

Those who are in favour of opt in probably do not run their own business and do not understand the costs of implementation, according to the founder of an online petition...

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Superannuation

Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...

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Editorial

Ashleigh McIntyre examines current remuneration packages and CEO salaries in the financial services sector....

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Editorial

Milana Pokrajac takes a look at recruitment in the wake of the GFC and considers the impact this has had on the job market....

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Editorial

Rather that focusing exclusively on the Future of Financial Advice reforms, the Government needs to clear up all the outstanding policy issues in financial services, writ...

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Financial planning

Many financial planners are progressively making changes to their business models as they shift towards the high-net-worth (HNW) client segment, according to Investment T...

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Financial planning

Teaching financial planning in schools is long overdue, particularly considering young people already struggle with their personal finances, according to a new survey rel...

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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