FINANCIAL PLANNING

Financial planning

In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...

Financial planning

In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...

Life/Risk

Complexity of insurance requires specialised advice: Penkin....

Financial planning

Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning....

Financial planning

Financial planners are venting their frustrations regarding real and perceived conflicts of interest created by commission payments to the parliamentary inquiry into the ...

Superannuation

Don't rely on risky investment schemes to save funds in a bad market....

Financial planning

FPA running seminars promoting the value of financial advice....

Financial planning

The National Australia Bank is pushing further into the high-net-worth advice space with the creation of a new wealth services division, to be led by former Westpac Priva...

Financial planning

The Financial Planning Association is to provide free financial advice online for one month, beginning with the launch of its Financial Planning Week on May 25....

Editorial

The current economic climate has put pressure on financial planning practices throughout Australia and around the world....

Financial planning

The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...

Financial planning

The Financial Ombudsman Service has launched a Financial Planning Advisory Committee with the mandate to advise the ombudsman on all issues affecting financial service pr...

Financial planning

The Financial Planning Association is a key industry body, but it’s time for it to evolve into a greater force, writes RAY GRIFFIN....

Financial planning

But a leading industry educator says any difficulties with financial advisers are related to commission arrangements and supervision, not education....

Financial planning

More financial planning practices outsourcing paraplanning to cut costs....

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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 3 weeks ago

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

6 months 3 weeks 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. ...

2 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...

22 hours 56 minutes ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 3 days ago