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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
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...