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Financial planning
Two Australian equity funds formerly managed by Souls Funds Management have had their 'on hold' status lifted and received ratings from Standard & Poor’s following a name...
People & Products
The Financial Planning Association (FPA) has found a replacement for the position of general manager of policy and government relations, which was left vacant following G...
Financial planning
The Association of Superannuation Funds of Australia has urged transition to a mandatory superannuation forecasting regime, arguing a voluntary approach has proven ineffe...
Financial planning
BT Financial Group has used its submission to the second phase of the Cooper Review to argue for cost reductions at the same time as calling for equity on intra-fund advi...
Financial planning
Financial services licensees must stop the merry-go-round of bad advisers, with the industry failing to add substance to the rhetoric of 'weeding out the bad apples'....
Financial planning
With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....
Financial planning
More than 49 per cent of advisers surveyed in the wake of the Ripoll Inquiry recommendations last week said they had no confidence in ASIC’s ability to monitor and preven...
Financial planning
A Federal Opposition senator has called on the Federal Government to move for the unfreezing of mortgage funds....
Financial planning
Financial planners and superannuation fund members may soon be able to compare funds based on a simple scale determined by their relative exposure to risk....
Financial planning
AFA chief Richard Klipin said the report would set the industry on the path of becoming a trusted profession....
Financial planning
Three people who ran an investment advice business without being licensed have been given prison sentences, although all were fully suspended....
Financial planning
An Adelaide man has received a fully suspended six-month prison sentence for assisting the unlicensed Power Financial Planning to encourage clients into Westpoint investm...
Financial planning
Perpetual Trustee Company has asserted its rights on Mahogany Capital ahead of legal proceedings in the US and the UK next week....
Financial planning
Former Fincorp Investments chair and chief executive Eric Krecichwost and finance director Jacob Lee Quigley charged with dishonestly using their positions to gain advant...
Financial planning
A single national financial planning disciplinary committee should be established to replace the disparate committees of the industry associations, according to Anthony V...
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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?...