FINANCIAL PLANNING

Editorial

The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...

Policy & Regulation

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

Editorial

Three years have passed since the start of initial talks about the FOFA changes. The debate rolls on, but the financial services industry has received little clarity and ...

Financial planning

Financial planning businesses are increasingly looking to diversify their revenue streams in an attempt to secure their business models in the face of looming Future of F...

Financial planning

The financial planning industry may well be on the verge of a "golden age" in which planners finally get the recognition they deserve, says AMP's Steve Helmich....

Financial planning

Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....

Financial planning

Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...

Financial planning

Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....

Financial planning

Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...

Financial planning

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

Financial planning

ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....

Financial planning

ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....

Financial planning

While industry bodies support the Government's proposed regulatory amendments to accelerate the wind-up of so-called 'phoenix' companies and claim the issue is not a majo...

People & Products

Clearview Wealth has appointed former CMC Markets Australia and New Zealand managing director Barry Odes to the newly created role of chief operating officer....

Financial planning

Despite widespread negative sentiment, employment expectations within the financial services industry remain positive, according to recruitment expert, Hudson....

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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 1 day 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...

4 days 5 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 ago