FINANCIAL ADVICE

Financial planning

Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....

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Policy & Regulation

Learning from the lessons of similar reform in the United Kingdom, Australian financial advisers need to ensure adequate standards and controls are in place ahead of the ...

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Editorial

The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....

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Financial planning

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

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Financial planning

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

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Financial planning

The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....

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Policy & Regulation

Despite FOFA reforms now being imminent, there are several regrettable reasons many businesses are using to delay addressing the changes, according to a paper from PwC an...

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Financial planning

Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....

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Policy & Regulation

One-off expenses AMP estimates it will incur dealing with regulated changes highlight the need to have performed a regulatory impact assessment on FOFA, according to Sena...

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Financial planning

Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by t...

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Financial planning

CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....

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Policy & Regulation

ASIC signals it will apply the same rules to both scaled and holistic advice....

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Superannuation

There has been an increasing focus on advice around aged care and support services, with the announcement of the Federal Government's aged care reforms....

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Financial planning

Calls for independent inquiry into Australian financial system to redress undue influence of major banks....

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Editorial

Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...

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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 ...

4 weeks 2 days ago
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 ...

1 month ago
gonski

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

1 month 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....

2 weeks 2 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 2 days ago