FINANCIAL ADVICE

Editorial

The Australian financial planning industry has a problem: levels of litigation relating to financial advice are rising and the reputation of the industry stands to be ser...

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Financial planning

Man found guilty of contempt of court for advising on shares for fourth time is jailed for six months....

Financial planning

A former adviser on Westpoint products has been convicted on the charge of providing financial advice without holding an Australian Financial Services Licence as required...

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Financial planning

Cameron Stockbrokers has outlined its plans to partner with financial planners to offer a service in the middle ground between direct equity ownership and the provision o...

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Financial planning

A number of financial planning dealer groups are taking advantage of the economic downturn to boost their client numbers and revenue by offering redundancy packages to co...

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Financial planning

ASFA hoping most funds will be providing access to financial advice by 2014....

Editorial

The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...

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Financial planning

Financial planners are more than advisers, they're life coaches, writes Steve Helmich...

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Financial planning

Also criticises the transfer of the Financial Literacy Foundation to the Australian Securities and Investments Commission....

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Financial planning

One of the financial planning offshoots of Storm Financial, Victorian Families, may soon be placed in liquidation, while there are concerns there may be claims made again...

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Editorial

Traditional financial advice models that service higher-net-worth clients don't work for average Australians and a paradigm shift is needed in the industry....

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Financial planning

Financial planners need to offer a greater spread of services at a time when client expectations of what their advisers can offer are rising....

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Financial planning

The Australian Securities and Investments Commission issues none too subtle warning to advisers that they need to lift their game on investment choices....

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Financial planning

Financial planners are facing the reality of another shadow shopping exercise by the Australian Securities and Investments Commission next financial year....

Financial planning

AMP Financial Planning has set itself an ambitious growth target for planner numbers through the current financial year despite the industry downturn. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago