FINANCIAL PLANNING

Financial planning

Nominations are now open for Money Management’s Young Achiever of the Year Award which will be presented at the Fund Manager of the Year Awards Ceremony in Sydney on 16 M...

Financial planning

Planners can go some way towards meeting their ‘best interests’ duty obligations by adopting a ‘life planning’ business model, according to AdviserQuest managing director...

Financial planning

Suncorp has identified a hidden Generation B which is “breeding, busy and burdened”....

Financial planning

The last six months have seen the emergence of a new crop of buyers with in-house products, according to financial planning practice broker Stephen Prendeville....

Financial planning

A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....

Financial planning

With next week’s FOFA event having sold out, Money Management is now offering a webstream....

Financial planning

The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....

Financial planning

While the 'hard' implementation date for the Future of Financial Advice (FOFA) regulation is 1 July 2013, one financial planner has been voluntarily complying with the re...

Editorial

Fiducian reports solid profit for six months to end of December....

Life/Risk

It has been a decade since the risk industry embraced phone and online underwriting. But has this technology delivered on its promise? Chris Kirby writes....

Financial planning

Risk advisers with old portfolios need to go through their client bases and dig out any investment income, according The Risk Store founder Sue Laing....

Financial planning

The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...

Financial planning

Nominations are now open for Money Management’s 2013 BDM of the Year....

People & Products

As it continues its push for regional growth, Centric Wealth has appointed Bonnie Boezeman AO as director of urban growth New South Wales....

Financial planning

The number of merged practices deciding to end their relationships will continue to increase in the months ahead due to the lack of clear conflict resolution arrangements...

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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 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 3 days ago