FINANCIAL 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...

Financial planning

The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...

Financial planning

The Financial Planning Association has struck back at Virgin boss Richard Branson’s attack on financial advisers, accusing the flamboyant English billionaire of “swanning...

Life/Risk

The Australian Securities and Investments Commission has successfully appealed to the South Australian Supreme Court after the Magistrates Court failed to convict a forme...

Financial planning

Far fewer Australians are seeking financial advice, yet paradoxically they think the standard of that advice has dramatically improved, according to a survey of 25,000 co...

Financial planning

Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...

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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 2 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....

5 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 3 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 1 day ago