FINANCIAL PLANNING

Financial planning

The end of the financial year has brought more changes for licensees which are reflected in their adviser numbers which continued to drop, according to HFS Consulting. ...

Financial planning

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

Financial planning

The adviser exodus from the industry has continued in the second quarter of the year, with more than 800 leaving the industry from the start of April. ...

Financial planning

Nearly 80% of current and prospective retirees failed to get any financial advice during the recent market crash, and one-in-five believe advice is only “for the rich” ac...

Financial planning

Engagement by users over 60 years old has been the highest for AMP’s new Facebook Messenger bot, which is designed to assist those seeking financial help and information ...

Financial planning

The answer to running a not-for-profit planning business is to establish it within an industry superannuation, according to evidence given to a key parliamentary committe...

Financial planning

Financial planners may not be totally happy with the Financial Planning Association and the Association of Financial Advisers but they aren’t keen on setting up a new bod...

Financial planning

Advisers who volunteer in the initiative for at least 60 hours will receive three months of licensee fee relief....

Financial planning

The Government is finding itself under pressure to support class order relief around the Financial Adviser Standards and Ethics Authority exam timetable in the wake of th...

Financial planning

While industry associations have welcomed the six-month deferral, they have called for the Government to be open to reviewing the timeline given the uncertainty of the CO...

Financial planning

As the financial planning industry moves to the end of April, many eyes are being directed towards OneVue and how successful it will be in selling its financial planning ...

Financial planning

The checking mechanisms employed by the Australian Securities and Investments Commission prevented a licensee from employing a currently banned adviser....

Financial planning

With or without code monitoring bodies or a single disciplinary body, some licensees have been breach-reporting to ASIC on adviser code breaches....

Features

As a part of its new series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, MM ...

Financial planning

A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the FPA and CPA has been approved by FASEA. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 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. ...

4 weeks 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...

1 week 4 days ago

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

3 weeks ago