FINANCIAL PLANNING INDUSTRY

Financial planning

BT Wrap enhances platform offerings to make life easier for advisers and accountants handling SMSF clients....

Editorial

Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....

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Financial planning

There is an opportunity for 10 per cent to 15 per cent of active mortgage brokers to break into the financial planning world....

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Editorial

Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...

Financial planning

The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...

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Financial planning

The Minister for Financial Services, Chris Bowen, has acknowledged the conflicting positions of Treasury and ASIC on financial planning....

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Financial planning

Only a complete overhaul of the industry that involves banning commissions and creating a profession with distinct service providers will save the financial planning indu...

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Financial planning

The Paraplanner of the Year awards are once again upon us. Paraplanners can enter online as of today for this year's celebrity-themed awards....

Editorial

When the industry funds refer to “vertically integrated financial institutions” they are really referring to the major banks and insurance companies. And they are right. ...

Editorial

Two interesting and welcome events occurred in the financial planning industry last week – the Financial Planning Association (FPA) agreed with the Association of Financi...

Financial planning

The Industry Super Network has slammed the degree to which the banks and major institutions dominate financial planning and suggested commissions were a root cause of the...

Financial planning

ANZ admits some failures on Opes Prime and Storm, but wants the professionalisation of the financial planning industry....

Financial planning

QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....

Editorial

It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...

Financial planning

The removal of payments such as volume rebates will see many of Australia's largest dealer groups collapse, unless they restructure to offer their own products or run int...

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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 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 ago

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

3 weeks 5 days 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”....

2 weeks 5 days ago