FINANCIAL ADVICE

Financial planning

Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....

Financial planning

Retail industry superannuation fund REST is actively examining options for the provision of financial advice to members....

Financial planning

There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....

Financial planning

Melbourne-based financial services group Australian Unity is throwing its weight behind expanding its three year old financial planning arm with plans to increase its adv...

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) through its project management arm, The Australian Financial and Career Consortium (AFCC), has picked up...

Financial planning

Former AMP-owned HHG is closing its global financial planning operations, Towry Law International (TLI), to new business due to the tough market conditions faced by advi...

Financial planning

The Australian Securities and Investments Commission (ASIC) has permanently banned two West Australians for providing financial advice after the pair were caught operatin...

Financial planning

National Australia Financial Planning Business (NAFPB) has relocated its planners away from the metropolitan centres and head offices of the three states it operates in t...

Financial planning

The Financial Planning Association (FPA) has declared its membership is geared for Financial Services Reform (FSR), with 97 per cent of its principal members having recei...

Accounting

The Institute of Chartered Accountants Australia (ICAA) has warned accountants moving into financial planning for the first time should not expect to achieve full profita...

Financial planning

Paul Resnik calls on the industry to bring common sense back into financial planning training and practice....

Financial planning

Despite a record haul of enforcement outcomes for the 2002/03 financial year, the Australian Securities and Investments Commission (ASIC) has pledged to be even more ruth...

Financial planning

The Financial Planning Association (FPA) and the Australian Securities and Investments Commission (ASIC) have joined forces in an attempt to improve written communication...

Financial planning

Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...

Financial planning

The financial services industry’s preoccupation with large-scale business operations is creating significant performance issues for bigger players in the industry, argues...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

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