FINANCIAL PLANNING INDUSTRY

Financial planning

The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendatio...

Financial planning

Instead of moving for a rapid shut-down of the commissions system, the Ripoll Inquiry has recommended a graduated approach with ongoing consultation between Government an...

Financial planning

Association of Superannuation Funds of Australia (ASFA) chief Pauline Vamos is concerned that financial planners aren't responding to different retirement phases with dif...

Financial planning

The Financial Planning Association has announced the implementation of FPA Confidential, an online anonymous reporting system, in its effort to tackle misconduct in the i...

Financial planning

The Industry Super Network has combined with Choice, ACOSS and the ACTU to place pressure on the Ripoll inquiry just days before it is due to report....

Editorial

The Investment and Financial Services Association’s (IFSA) sponsorship of research by KPMG and Econotech that defines the value of financial advice was both necessary and...

Financial planning

Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...

Financial planning

The market for financial planning jobs is recovering slowly but remains well down on last year, with the recruitment efforts of AMP and the major banks confusing the issu...

Financial planning

Tower Australia Limited chief executive Jim Minto believes superannuation trustees should be better qualified....

Financial planning

Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....

Financial planning

The board of MMC Contrarian remains resistant to an on-market take-over bid by Guinness Peat Group....

Editorial

It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...

Financial planning

Having moved substantially out of the funds management arena, MMC Contrarian has targeted financial planning as its growth driver....

Financial planning

Despite many unique challenges facing regional planners, they have proved surprisingly resilient amid the economic downturn. Benjamin Levy reports....

Editorial

With practices no longer able to rely on strong returns to help retain and attract clients, a strong value proposition can make or break a financial planning practice, wr...

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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...

2 weeks 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 3 days ago

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

4 days 13 hours ago