FINANCIAL PLANNING

Financial planning

Finance Minister, Senator Mathias Cormann says the Government remains committed to its FOFA changes....

Financial planning

ASIC has answered parliamentary questions about superannuation union liaison officers, the type of advice they can provide and whose AFSL they might be working under....

Superannuation

Advisers may need to rethink their approach to aged care advice. ...

Financial planning

FPA chief executive, Mark Rantall acknowledges the high price paid by the industry resulting from bad publicity generated by whistleblowers....

Financial planning

Job growth for financial planners has been on a flat trajectory since the GFC, which should prompt opportunists to pivot into future boom areas like healthcare and succes...

Financial planning

FPA’s outgoing chairman, Matthew Rowe, says the FPA won’t seek to defend the indefensible where bad advice is concerned....

Financial planning

Industry public offer fund Sunsuper and the Financial Planning Association (FPA) have announced they have agreed to a national referral program....

Financial planning

AMP has announced the rationalisation of Genesys with member firms being given the opportunity to transition to other AMP licensees....

Financial planning

New research suggests SMSF advice is a prime area for consolidation....

Financial planning

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

Financial planning

Adviser Ratings says the fact it has signed up 1000 advisers in its first month is validation that planners want change from their dealer groups, particularly when it com...

Accounting

Independently-owned advisory firm Fortnum Financial Group (Fortnum) has moved into the accounting space with a new business, Fortnum Professional Strategies....

Financial planning

FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...

Financial planning

Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....

Financial planning

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days 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 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago