FINANCIAL PLANNERS

Financial planning

Last week financial planners were given the first solid indication of what they will have to pay to comply with looming anti-money laundering legislation....

Financial planning

Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...

Financial planning

Accountancy giant Deloitte has released a web-based anti-money laundering tool, which it says will only cost financial planners the price of a hamburger....

Financial planning

A growing interest in alternative investments and structured products by financial planners has led Aegis Equities Research to expand its specialist team....

Financial planning

What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...

Financial planning

Abstract Long...

Life/Risk

It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...

Financial planning

“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...

Financial planning

The Financial Planning Association’s looming $3 million consumer advertising campaign won’t be a tit-for-tat style counter punch against the industry superannuation fund’...

Financial planning

The financial services industry says the Federal Government went a long way yesterday to arresting fears that any proposed anti-money laundering legislation would heap un...

Financial planning

The FPA has told financial advisers not to be afraid of possible costs to their business that will be imposed when the Government releases its long awaited anti-money lau...

Financial planning

In the first six months of 2005 there has been a 6 per cent increase in the number of financial planners in the industry, according to a new study....

Financial planning

Research has confirmed the Chinese market offers strong prospects for financial planners with a nationwide study revealing 63.59 per cent of consumers in China sought adv...

Financial planning

A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...

Financial planning

The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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....

1 week 2 days ago

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

2 weeks 1 day ago

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

2 weeks 6 days ago