FINANCIAL ADVISERS

Financial planning

The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...

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Financial planning

The Association of Financial Advisers is to campaign for a 15 per cent Super Guarantee from the Federal Government, as part of its strategic plan for 2007....

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Financial planning

An Australian Federal Court has ruled that the Financial Industry Complaints Service has the jurisdiction to deal with complaints against financial advisers who recommend...

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Financial planning

In a bid to net high-end client referrals, Verve Financial Partners has launched a new incentive program targeted at St George Bank employees....

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Financial planning

Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located i...

Financial planning

New research has revealed that nearly half the Australian public believes socially responsible investments deliver lower returns than mainstream funds, despite the majori...

Financial planning

Young people are not going to advisers, as they do not see what they offer as relevant, said Barefoot Investor founder Scott Pape....

Financial planning

A new board of directors was elected to the Association of Financial Advisers (AFA) last week during its 60th Annual Conference in Sydney....

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Financial planning

A business sustainability expert has warned the industry to change its employment practices in order to attract more people into the profession....

People & Products

The Association of Financial Advisers has appointed Dennis Bateman as its new president following the retirement of Michael Murphy from the role....

Financial planning

Matrix Planning Solutions authorised representative Jason Danjoux is the 2006 Association of Financial Advisers’ Rising Star of the Year....

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Editorial

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Financial planning

The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...

Financial planning

A national survey of over 500 financial advisers conducted at a recent life risk roadshow by Zurich Financial Services Australia has found the reason behind the underinsu...

Editorial

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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 20 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 5 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 3 days ago