FPA

Financial planning

Financial planning businesses have traditionally been valued on a multiple of annual recurring revenue, including trail commissions on investments, which clients have his...

Financial planning

The Financial Planning Association (FPA) has opened its inaugural 'Life Risk Specialist' education program for registrations from member advisers, following the successfu...

Financial planning

More than 360 Australians have sought advice on superannuation, mortgages and the first home owners grant, retirement, tax budgeting and investments....

Financial planning

A media report yesterday that accused financial planners of being under investigation by ASIC was false, with the people in question believed to be marketing themselves a...

Financial planning

The Financial Planning Association is canvassing its members on their exposure to failed agribusiness managers Great Southern and Timbercorp....

Financial planning

Licensing system allowing product providers to hold financial services licences should be investigated....

Financial planning

Commissions may not be extinct in the financial services industry - but they are now a seriously endangered species....

Financial planning

A lobby group representing Timbercrop growers has signalled it will press ASIC to replace Korda Mentha with an independent Responsible Entity....

Financial planning

Thanks to the Rudd Labor Government's first Cabinet reshuffle financial services now has a seat at the Cabinet table but, as Mike Taylor reports, it remains for the indus...

Editorial

Financial planning commissions may not be extinct but they are now a seriously endangered species....

Financial planning

A group called AAGRI says it has attracted the backing of 9,000 Timbercorp investors to change the responsible entity of the agribusiness, a number the group said will al...

Financial planning

Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....

Financial planning

Industry Funds Financial Planning has strong reservations about the veracity of the Investment and Financial Services Association's proposed fee-for-service model within ...

Financial planning

Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...

Financial planning

The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 3 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 6 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...

4 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 4 days ago