FINANCIAL ADVICE

Financial planning

Australians are twice as likely to get information about their finances from the media than they are from professional advisers, a new survey has revealed....

Financial planning

Advisers have been urged to back a new world standard on financial planning in order to improve the image of the profession in Australia....

Financial planning

The founder of a Gold Coast-based firm responsible for running a series of wealth creation seminars has consented to orders in the Supreme Court of Queensland that preven...

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...

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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