FINANCIAL PLANNING

Financial planning

AIOFP chairman seeks to clarify status of proposed member defence fund....

Financial planning

A Sunshine Coast adviser has copped a nine-month ban from the industry after becoming an undischarged backrupt....

Financial planning

FPA gives research and marketing materials to FPSB members to promote CFP designation...

Financial planning

The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....

Financial planning

The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...

Financial planning

SMSF push results in purchase of Victorian practice....

Funds management

New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....

Financial planning

James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...

Financial planning

Sally Huynh’s dedication to raising the level of professionalism in financial planning scored her the title of runner-up in the 2013 Financial Planner of the Year awards....

Financial planning

Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....

Financial planning

Victorian planner ordered to pay back funds while Perth adviser faces fraud and stealing charges....

People & Products

ING Direct has moved to expand its presence in the adviser space with the appointment of Charles Smith to a senior role within the bank’s third party distribution team....

Financial planning

Sinodinos signals the Government’s approach to FOFA will be made public before Christmas....

Editorial

Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...

Life/Risk

Industry action against churn not likely as product providers restrict behaviour....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
moneymanagement logo