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FINANCIAL PLANNING
Financial planning
The Association of Financial Advisers have warned that it is financial advisers and their clients who will ultimately have to carry the cost of the code monitoring arrang...
Financial planning
The high cost of acquiring and then maintaining code-monitoring status may finally serve to unite the key financial planning organisations....
Financial planning
Centrepoint Alliance chief executive, Angus Benbow, says he sees the Royal Commission as an opportunity rather than a threat for appropriately structured planning groups....
Financial planning
The Association of Financial Advisers has pointed to the likelihood of further rounds of Financial Adviser Standards and Ethics Authority consultation around education pa...
Editorial
The Commonwealth Bank’s announcement about how it will demerge its Colonial First State and other wealth businesses brings an end to an 18-year strategy, which started as...
Features
As financial planners gear up for new education requirements, Anastasia Santoreneos writes that it’s time to look at other industries employing similar licensing standard...
Financial planning
Erica Cummins of Graham Wealth in Swan Hill has won the Financial Planning Association’s Gwen Fletcher Memorial Award....
Financial planning
New research has suggested that planners badly want better tools and that platforms and planning software providers should be collaborating to deliver the appropriate out...
Financial planning
Yellow Brick Road has trimmed the sails of its wealth business, selling YBR Investment Services to Alex Kean’s INPRO....
Financial planning
Bank customer satisfaction has dropped to the lowest level since May 2012, prior to the Royal Commission, says Roy Morgan....
Financial planning
A record number of candidates have registered for Level I, II, and III CFA exams on the program’s 55th anniversary, according to CFA Institute. ...
People & Products
Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive....
Financial planning
The Financial Adviser Standards and Ethics Authority (FASEA) has announced that Stephen Glenfield, who has over 30 years’ experience in the financial services regulation ...
Financial planning
The New South Wales District Court has convicted a former financial adviser of engaging in dishonest conduct with investor funds, following charges brought by the Austral...
Features
As Australians continue to live longer, the need for aged care continues to grow. Hannah Wootton looks at what advice financial planners can offer clients on aged care, w...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...