FINANCIAL PLANNER

Financial planning

While recent government announcements mean Australia's financial planners are facing significant change, Damon Taylor writes that the shift in policy direction was well t...

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Financial planning

Consumers are confused about what represents planner independence - and so too are some planners....

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Financial planning

Few Australians are using a financial planner to help them engage in actively managing their super, according to a new survey....

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Financial planning

AMP reiterates plans to scrap commissions by 1 July in favour of a fee-for-service model at its annual general meeting....

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People & Products

The FPA's newly appointed chief executive, Mark Rantall, is a strong believer in the value of financial advice....

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Superannuation

Accounting industry bodies aren't concerned about losing their SMSF advice exemption as long as new regulations are both flexible and in the best interests of clients....

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Financial planning

Assistant Treasurer Senator Nick Sherry has announced further details about the new national tax agent services regime, including a one-year deferral for financial planne...

Financial planning

Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...

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Financial planning

Only 32 per cent of new Mortgage Choice franchisees in 2009 had a lending background....

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Editorial

After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry....

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Life/Risk

ISN's David Whiteley argues the FPA's stance on insurance commissions is proof that the industry can’t self-regulate, with commissions leading to unnecessarily inflated i...

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Financial planning

Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....

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Accounting

The latest CPA Australia submission to the Cooper Review is arguing the case for accountants to be able to provide 'strategic' advice on SMSFs....

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Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

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Financial planning

Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData....

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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 18 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