FINANCIAL PLANNING

Financial planning

Former planner’s clients told to pursue their actions separately through the courts....

ISN is urging financial advisers to recommend industry super funds based on long-term returns....

Financial planning

AMP-owned dealer group Hillross Financial Services signed seven new practices to its licence and welcomed 11 start-up firms in the last year, adding another $1 billion in...

Financial planning

A new ASIC report has revealed how the regulator is allowing or rejecting planner remuneration arrangements....

Funds management

The latest figures on the reverse mortgage market reveal a worrying trend of financial planners continuing to retreat from the market, DomaCom general manager - professio...

Financial planning

The major planning organisations are already gearing up to meet with the new Abbott Government ministers....

Financial planning

Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...

Funds management

Too many small business owners are reliant on the sale of their business to fund their retirement....

Financial planning

The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....

Accounting

ASIC data reveals the accountants’ limited licensing regime is already gaining traction....

Financial planning

The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....

Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

Financial planning

Paul Derham draws on extensive recent research to provides tips to help financial planners sail through their next licensee compliance audit. ...

Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

Financial planning

Dealer groups offering cash incentives to advisers to join their business should mostly be avoided due to lack of clear value proposition, according to Anne Fuchs, direct...

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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 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...

1 week 5 days 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 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 13 hours ago