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FINANCIAL PLANNERS
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...
Financial planning
The FPA has presented the second Gwen Fletcher Memorial Award to Crowe Horwath’s Amy Early....
Financial planning
The FSI final recommendations seek to place greater onus on product manufacturers....
Financial planning
FPA chief executive, Mark Rantall, has expressed disappointment that the ASIC chairman’s comments impacted the entire profession....
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....
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...
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...
Financial planning
ASIC chairman, Greg Medcraft admits he's fired up and heartbroken over bad financial planners. ...
Policy & Regulation
Minister for Finance, Senator Mathias Cormann, declares the Government is still working to agree more “non-contentious” FOFA refinements....
People & Products
Grant McCorquodale has joined FIIG Securities as its head of personal and intermediary clients, including financial planners....
Financial planning
Financial planners are being urged to take a ‘financial services oath’ to uphold integrity in the profession, by the Australian Labor Party....
Financial planning
New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....
Policy & Regulation
FOFA reforms as they stand push affordable advice further out of reach without addressing consumer protection, academic says. ...
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...
Financial planning
Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...