FINANCIAL PLANNERS

Financial planning

The Financial Planning Association is canvassing its members on their exposure to failed agribusiness managers Great Southern and Timbercorp....

Financial planning

Licensing system allowing product providers to hold financial services licences should be investigated....

Financial planning

Planners served notice by regulator but reports of home and office raids incorrect....

Life/Risk

Professional indemnity costs are rising, and so are the hurdles financial planners have to meet to secure a policy....

Financial planning

Over the past 21 years Queensland financial planner Martin Kerrigan has had nearly 30 face-to-face meetings with promoters of agribusiness managed investment schemes, des...

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Financial planning

The level of share ownership in Australia has fallen by 14 per cent since 2004, during which time shareholders have increasingly turned to financial planners for advice....

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Financial planning

Perpetual chief executive David Deverall has used a company update to suggest that further industry consolidation is inevitable....

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Financial planning

A warning to investors by ASIC yesterday that consumers were sometimes encouraged to borrow more money than they actually need was not necessarily aimed at financial plan...

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Financial planning

The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....

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Financial planning

Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...

Financial planning

Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....

Financial planning

The Investment and Financial Services Association has confirmed its members will create a clear divide between product and financial advice costs from next year....

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Financial planning

Rising costs and tighter margins making it harder for individuals to run a financial planning business....

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Financial planning

The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...

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Financial planning

Is this the end of the honeymoon period for the partnerships between product providers and dealer groups? Another submission to the parliamentary inquiry has given a damn...

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Never miss the latest news and developments in wealth management industry

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 1 week 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 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day 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”....

3 weeks 1 day ago