FINANCIAL PLANNING INDUSTRY

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...

Financial planning

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

Financial planning

The Obama Administration has released proposals that would see improved standards of transparency and accountability for providers of financial advice in the US....

Financial planning

In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...

Financial planning

Genesys Wealth Advisers significantly adds to funds raised with a $65,000 donation....

Life/Risk

Complexity of insurance requires specialised advice: Penkin....

Financial planning

Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning....

Financial planning

Senior financial planners who are going for interviews for financial planning roles are finding the jobs advertised don't exist....

Financial planning

A Queensland financial planner's submission to the Rippoll inquiry argues that while the law may distinguish between financial advisers and product salespeople, the finan...

Financial planning

The Federal Government has enforced a wall of confidentiality around the development of the intra-fund advice policy to be applied to super funds, provoking anger among t...

Editorial

The move by the Association of Financial Advisers to not support the Financial Planning Association’s proposal to transition away from commissions-based financial advice ...

Financial planning

The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...

Financial planning

The response to Wayne Swan's 2009 Federal Budget has been mixed, with various financial services bodies choosing to view the super changes in different lights, ranging fr...

Financial planning

In his second submission to the parliamentary inquiry into banking and financial services, Queensland financial planner Bruce Baker argues that with or without commission...

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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 20 hours ago