FINANCIAL PLANNING

Financial planning

More than two years after the cracks in Storm Financial’s advice model began to show, the Financial Planning Association (FPA) has expelled director Emmanuel Cassim...

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Financial planning

The Future of Financial Advice reforms will see the end of commissions and the introduction of fee-for-service for planners. Mike Taylor hosts a roundtable to discuss wha...

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Editorial

When it comes to financial advice remuneration models, it's the service that matters, not the mode of payment, says Indy Singh....

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Financial planning

Financial Planning Association chief Mark Rantall has warned against the pricing pressures created by “over regulation”, resulting in an inflation of the cost...

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Editorial

As the Federal Treasury works to find common ground on financial services reform, Mike Taylor suggests that an examination of those being consulted raises as many questio...

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Financial planning

Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....

Financial planning

Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....

Financial planning

After a couple of tumultuous years, the financial planning software sector is heading for a period of simplicity. Janine Mace explores how providers are adopting a fresh ...

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Editorial

With accountancy body the National Tax and Accountants' Association setting up a financial planning arm specifically aimed at getting accountants back into the advice spa...

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Financial planning

The financial planning industry has undergone significant change over the last few years. Janine Mace reports on the impact this has had on the financial planning softwar...

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Financial planning

In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...

Financial planning

The Financial Planning Association is set to take the next steps in transitioning from an industry organisation to a professional association....

Financial planning

Practice management consultancy E&W Strategic Partners has released a transition to fee-for-service handbook that it believes goes beyond the pricing of advice....

Financial planning

AMP Financial Planning is looking for growth in the North Queensland market, reflecting the rapid expansion of areas such as Townsville....

Financial planning

Some of the proposed reforms are either unnecessary or incomplete and will not fix the core issues facing the financial services industry, according to the Boutique of Fi...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago