FINANCIAL PLANNERS

Financial planning

The strength of the Australian dollar may be beneficial to clients, but as Janine Mace points out, it also means financial advisers need to think carefully when it comes ...

Financial planning

Wilson HTM is better known as a broking house, but plans are in motion to more than double its financial planning arm....

Financial planning

The Financial Planning Association has received overwhelming support for lifting education standards, according to acting chief Deen Sanders. ...

Financial planning

A survey of planners reveals most believe removing commissions will help the industry but not necessarily their own businesses....

Editorial

Even without direct legislation, a big advertising campaign by the Government will be enough to put an end to financial planning commissions, writes Mike Taylor....

Financial planning

A key point of concern about the Future of Financial Advice reforms is its sheer size, according to FPA acting chief executive Deen Sanders. ...

Editorial

In the wake of the Federal Budget, and with sovereign debt worries in Europe, the future is uncertain for financial planners....

Editorial

Financial planners have a bad reputation, but there should be a distinction between 'proper' financial planners and the 'bottom dwellers', writes Michael Dale....

Financial planning

While recent government announcements mean Australia's financial planners are facing significant change, Damon Taylor writes that the shift in policy direction was well t...

Financial planning

More than half of the financial planning practices surveyed by Centurion Market Makers have already transitioned to an explicit fee-for-service or asset-based fee model....

Funds management

Lonsec puts value and performance of ETFs in perspective....

Financial planning

Reforms to the financial advice sector are critical to Australia's position as an international financial services centre, according to Financial Services Minister Chris ...

Financial planning

HSBC has launched a new China region structured investment product as part of its 100+ series....

Editorial

The move towards a commissions-free financial planning industry is inevitable, writes Mike Taylor....

People & Products

The FPA's newly appointed chief executive, Mark Rantall, is a strong believer in the value of financial advice....

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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...

1 week 6 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 2 days ago

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

3 days 20 hours ago