FINANCIAL ADVICE

Editorial

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Financial planning

A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...

Financial planning

The FPA said it is pleased with the progress of its recently launched television, print and Internet advertising campaign, having already received requests for 1500 assoc...

Financial planning

With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...

Financial planning

Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...

Financial planning

Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...

Financial planning

“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...

Financial planning

Research has confirmed the Chinese market offers strong prospects for financial planners with a nationwide study revealing 63.59 per cent of consumers in China sought adv...

Financial planning

Consumers would receive a rebate to help pay for financial advice on superannuation under a proposal that has been put to the Federal Government by a key banking lobby gr...

Financial planning

Sydney planning firm Money Solutions has entered into a partnership with REST to provide financial advice to its 1.5 million members....

Financial planning

With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...

Financial planning

The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...

Financial planning

The planning practice of former Financial Planning Association board member Laura Menschik has joined forces with two other boutiques to set up a new business combining f...

Financial planning

The number of unsolicited offers to investors to buy shares has increased by more than 50 per cent over the past 12 months, according to ASIC commissioner Berna Collier....

Financial planning

The Australian Securities and Investments Commission has sought to clarify the position of employers and organisations with respect to talking with employees about the ne...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 5 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 3 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 6 hours ago