FINANCIAL PLANNING INDUSTRY

Editorial

Financial planners must rebut the Industry Super Network's claim that asset-based fees are commissions by another name, writes Mike Taylor....

Financial planning

After a couple of tumultuous years, the financial planning software sector is heading for a period of simplicity. Janine Mace explores how providers are adopting a fresh ...

Editorial

With accountancy body the National Tax and Accountants' Association setting up a financial planning arm specifically aimed at getting accountants back into the advice spa...

Financial planning

The financial planning industry has undergone significant change over the last few years. Janine Mace reports on the impact this has had on the financial planning softwar...

Editorial

Nobody should be terribly surprised that AMP turned suddenly coy in its desire to acquire AXA Asia Pacific. It was all part of a renewed corporate mating ritual....

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

Financial planning

The Financial Planning Association is set to take the next steps in transitioning from an industry organisation to a professional association....

Editorial

What should the Australian financial planning industry make of the appointment of Bill Shorten as the Assistant Treasurer and Minister for Financial Services and Superann...

Editorial

It is now certain the industry funds' campaign against financial advice commissions will continue. Far less certain is the manner in which the minority Government will co...

Financial planning

A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....

People & Products

Macquarie staffer, Cassandra Hinze, recruited to head up Bank West Financial Advice....

Financial planning

The reverse mortgage market has faced a great deal of criticism over the years. Angela Faherty looks at the issues facing the sector and asks whether it can ever shake of...

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

Financial planning

The future of the superannuation guarantee and reforms around financial planning are now in doubt as the major parties haggle over a hung Parliament....

Financial planning

Australian financial planners are becoming increasingly gloomy about the outlook for the industry, according to the latest research released by Wealth Insights. ...

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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 5 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 1 day ago

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

3 days 2 hours ago