FINANCIAL PLANNER

Financial planning

FPA calls for a more informed debate on the merits of selecting different superannuation funds....

Financial planning

ANZ admits some failures on Opes Prime and Storm, but wants the professionalisation of the financial planning industry....

Financial planning

QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....

Financial planning

Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers....

Financial planning

A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...

image
Financial planning

Canstar Cannex has warned that while direct life insurance does have a place, consumers who don't seek advice may end up paying higher premiums....

Financial planning

Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....

Editorial

Class action launched in 2007 to recover investors' losses in Westpoint property developments....

Financial planning

AMP chief executive Craig Dunn has defended the integrated financial services model, saying despite "inherent conflicts of interest" that must be managed, consumers prefe...

Editorial

Peter Worcester and Paul Resnik continue their examination of the risks involved in borrowing to invest....

image
Financial planning

Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....

image
Financial planning

Planners served notice by regulator but reports of home and office raids incorrect....

Financial planning

Over the past 21 years Queensland financial planner Martin Kerrigan has had nearly 30 face-to-face meetings with promoters of agribusiness managed investment schemes, des...

image
Financial planning

Service payments between planners and clients are not an issue for government regulation, financial planner Wayne Leggett has argued to the parliamentary committee inquir...

image
Financial planning

In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 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 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