FINANCIAL PLANNERS

Financial planning

The Federal Government’s multi-million dollar advertising campaign on superannuation choice has failed to arouse consumers, adding to fears that few will be prepared to c...

Financial planning

The demand for qualified financial planners has increased dramatically in the last 12 months, according to the latest Australasian Banking Salary Survey by Hays....

Financial planning

Fee comparisons are being overemphasised in the lead-up to choice of fund, according to the Financial Planning Association, which claims most debate on the new rules is m...

Financial planning

The Financial Planning Association has warned that consumers’ retirement savings are being put at risk by misleading advertising in the lead up to choice of fund, and ha...

Financial planning

While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....

Financial planning

This week Money Management welcomes industry veteran RAY GRIFFIN to its stable of regular columnists. A former FPA chairman and Money Management Financial Planner of the ...

Editorial

Count Financial will announce at its annual conference today that it is offering a new software system to its aligned accountants and advisers, as well as confirming that...

Financial planning

Client demand is driving the increasing popularity of listed investments among advisers, with 83 per cent now using them in client portfolios according to a new survey....

Financial planning

The chairman of the Australian Securities and Investment Commission, Jeffrey Lucy, has given a strong warning to financial planners that failure to comply with choice of ...

Financial planning

Financial planning members of Australia’s two peaking accounting bodies have been granted nearly an extra month to comment on a tough new code of practice....

Financial planning

The introduction of super choice will give financial planners an opportunity to demonstrate the value of insurance benefits, and hopefully increase general awareness amon...

Financial planning

The Australian Securities and Investments Commission has confirmed it will undertake another shadow-shopping exercise to ensure financial planners are not misselling in t...

Editorial

Financial planners are afraid of the investment properties owned by their clients, claims Ark Group chief executive Maurice Goldberg....

Rate the raters

The power of research houses is highlighted by the recent decision of UBS to no longer allow its funds to be rated by van Eyk, which it sees as a competitor....

Financial planning

The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....

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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....

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 ago

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

2 weeks 5 days ago