FINANCIAL PLANNING
Financial planning
ASIC warns that commissions may continue to exist within MIS arrangements despite the FOFA changes....
Financial planning
FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....
Financial planning
ASIC deputy chairman, Peter Kell, says the regulator will be taking a clsoe look at professional indemnity insurance in coming months....
Editorial
Financial planners gave mixed reactions to reports that a company related to real estate icon, Ray White, would be venturing into the financial planning space but is the ...
Financial planning
Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....
Financial planning
Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...
Financial planning
Despite the emergence of robo-advice, most clients still want to meet their financial planner face-to-face, research shows. ...
Financial planning
BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....
Financial planning
The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....
Financial planning
Banning upfront commissions on insurance products is not the answer to weeding out unscrupulous advisers, according to The Boutique Financial Planning Principals’ Group (...
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
Financial planning
Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....
Superannuation
MySuper should be made ‘opt-in’ because it places insurance cover at risk, says CSSA....
Financial planning
A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....
Financial planning
Lawyers call for limit to FOS’ monetary jurisdiction which exceeds that of many courts....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...