FINANCIAL PLANNING

Financial planning

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

Financial planning

IOOF-linked Bridges has extended its potential advice delivery footprint via the signing of three additional referral partners to its network - Woolworths Employees Credi...

Editorial

Portfolio administration firm Praemium has announced a net loss before tax (but inclusive of restructuring costs) of $3.9 million for the 2011-12 financial year....

Financial planning

Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....

Superannuation

AMP will continue to grow its SMSF capabilities in the second half of 2012....

Editorial

Mike Taylor writes that when FSC chief executive John Brogden announced the framework of new claw-back provisions around the sale of life policies, he reignited a debate ...

Financial planning

New research suggests financial planners have once again cut the amount charged for advice in a bid to maintain or increase business profitability....

People & Products

AXA's former national recruitment manager for financial planning Mike Stewart has been appointed to lead Radar Results' sales, acquisition and merger operations within th...

Editorial

AMP Limited reported a net profit of $383 million for the half year to 30 June 2012, up 11 per cent from the $346 million recorded in the first half of 2011, and added 12...

Financial planning

Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...

Financial planning

Count founder Barry Lambert denies ever suggesting an unwritten non-compete code exists between dealer groups....

Financial planning

Financial advisers are way ahead of banks and credit card providers in terms of creating close professional relationships, according to a new study released by the Financ...

Financial planning

Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by t...

Financial planning

Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....

Financial planning

You can’t be everything to everyone. Fiona Mackenzie explains how to build referral agreements to help achieve success. ...

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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 ...

4 months 4 weeks 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 2 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...

5 days 17 hours 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 1 day ago