FINANCIAL PLANNING GROUPS

Financial planning

The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...

Financial planning

TenFifty Financial Group combines advice businesses previously aligned with Garvan, Apogee, and Meritum and will stand as a community for self-employed advisers and advic...

Financial planning

Two boutique dealer groups, Spark Financial Group and Aura Wealth Australia, have announced they have signed binding agreements to merge. ...

Financial planning

A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...

Financial planning

The new design and distribution obligations regime could increase costs that could be passed onto consumers, according to a law firm....

Financial planning

The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...

Financial planning

As AMP moves to exit up to 250 financial planning business over 80 planners say they will face financial ruin as a result....

Financial planning

How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...

Financial planning

The Australian Securities and Investments Commission has foreshadowed court action in the wake of a review of fee disclosure statements and renewal notices which uncovere...

Features

Money Management currently runs a new series in which we speak with financial planning groups who share their views on the industry in a post-Royal Commission environment...

Life/Risk

Risk-focused financial planning group, Synchron has confirmed the turnover of around 20% of its advisers in the face of the new Financial Adviser Standards and Ethics Aut...

Policy & Regulation

The Australian Securities and Investments Commission has told financial planning firms it expected them to “keep up” with the implementation of regtech....

Financial planning

Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....

Financial planning

Dealer groups are looking to grow their footprints on the back of the influx of advisers expected from the changes at AMP, the Commonwealth Bank and elsewhere....

Financial planning

The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

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...

3 weeks 1 day ago

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

1 week 5 days ago