FINANCIAL PLANNERS

Editorial

The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....

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Financial planning

Lonsec says it is almost ready to unveil its enhancements to the former van Eyk iRate technology offering, which it purchased from the troubled research house’s liquidato...

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Financial planning

The FPA has presented the second Gwen Fletcher Memorial Award to Crowe Horwath’s Amy Early....

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Financial planning

The FSI final recommendations seek to place greater onus on product manufacturers....

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Financial planning

FPA chief executive, Mark Rantall, has expressed disappointment that the ASIC chairman’s comments impacted the entire profession....

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Financial planning

Much as a judge or magistrate has a duty to stay impartial when hearing matters which come before their courts, so too does a Commonwealth regulator....

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Policy & Regulation

Most financial planners believe they will have to increase the fees they charge clients as a result of the Future of Financial Advice (FOFA) reforms, a new survey reveals...

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Financial planning

Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...

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Financial planning

ASIC chairman, Greg Medcraft admits he's fired up and heartbroken over bad financial planners. ...

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Policy & Regulation

Minister for Finance, Senator Mathias Cormann, declares the Government is still working to agree more “non-contentious” FOFA refinements....

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People & Products

Grant McCorquodale has joined FIIG Securities as its head of personal and intermediary clients, including financial planners....

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Financial planning

Financial planners are being urged to take a ‘financial services oath’ to uphold integrity in the profession, by the Australian Labor Party....

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Financial planning

New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....

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Policy & Regulation

FOFA reforms as they stand push affordable advice further out of reach without addressing consumer protection, academic says. ...

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Financial planning

Job growth for financial planners has been on a flat trajectory since the GFC, which should prompt opportunists to pivot into future boom areas like healthcare and succes...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 days 10 hours ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago