FINANCIAL PLANNING INDUSTRY

Financial planning

Much has been written and said in the lead up to the release of ASIC’s much anticipated shadow shopping report on super switching....

Financial planning

The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...

Financial planning

Entries close this Sunday, October 1, for the prestigious Paraplanner of the Year Award....

Financial planning

Financial planners without an understanding of how equity release and reverse mortgage products work could be ignoring this section of the industry at their own peril, ac...

Financial planning

Entries are open today for the prestigious Paraplanner of the Year Award. Only paraplanners who hold a proper authority and have fully or partially completed formal finan...

Financial planning

The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...

Financial planning

ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...

Financial planning

Abstract Long...

Financial planning

Despite one in five financial planners falling foul of the corporate regulator in its latest shadow shopping exercise, and the resulting negative coverage in the mainstre...

Financial planning

Job advertisements for the financial planning industry continue to climb, with the most popular positions advertised being those for advisers with 18 months experience an...

Financial planning

Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...

Financial planning

PlanTech is adding the final touches to a web-based service that will automatically populate the Generic Personal Statement, a document that standardises the way informat...

Financial planning

Analysis of financial planning industry job advertisements performed by eJobs Recruitment Specialists has shown that while ad numbers have increased in the Victorian and ...

Life/Risk

Eleven of Australia’s major insurance providers have now signed-up to use the Generic Personal Statement, a new document developed by the financial planning industry for ...

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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....

2 weeks 6 days 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 4 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 4 days ago