FINANCIAL PLANNING

Financial planning

The new Abbott Cabinet adopts a less specific approach to handling of the Financial Services portfolio....

Editorial

Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...

Financial planning

Submissions to the Senate inquiry into ASIC are revealing a wide range of complaints against not only the regulator but banks and insurers....

Life/Risk

It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....

Financial planning

Australian financial services businesses using overseas staff increase markedly in six months...

Financial planning

Practice brokers are sweating on the new Government providing clarity around grandfathering while buyers are getting fussier....

Financial planning

With obtaining and maintaining professional indemnity insurance cover one of the key challenges confronting planners, Money Management and Lawyers Weekly have combined to...

Financial planning

A new ASIC survey reveals investors and consumers are largely sceptical when it comes to the integrity of financial advisers, while some of the other industry gatekeepers...

Financial planning

SFG Australia has officially launched a licensee service model in response to growing demand for back-end support from boutique Australian Financial Services Licensees. ...

Superannuation

The requirement to hold an AFSL when providing advice should extend to SMSF property spruikers, says ASFA....

Financial planning

Bombora new signing moves across from Lonsdale Financial Group....

Financial planning

Professions working off old stereotypes need to look to future co-operation...

Financial planning

ASIC has acknowledged an Abbott Federal Government’s intended amendments to FOFA but will not be altering its approach until they become law....

Superannuation

On the back of comments made by ASIC commissioner Greg Tanzer, SPAA has welcomed the regulator's recognition and acknowledgement of professional service providers in the ...

Financial planning

The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....

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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 18 hours ago