FINANCIAL PLANNING ADVICE

Financial planning

Only 16.8 per cent of wealth management product holders obtained their fund from a professional adviser, according to new results from Roy Morgan. ...

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People & Products

Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....

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Financial planning

ASIC has permanently banned an authorised representative of Professional Investment Services from providing financial services....

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Features

It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...

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Financial planning

Financial advice in Australia is held back by regulation focused on selling and letter of the law compliance that ignores the client according to an industry veteran....

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Financial planning

The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...

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Financial planning

Consumers would be better served if financial planners and risk advisers were required to hold separate licences, Synchron director, Don Trapnell, believes....

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Superannuation

Super balances do not provide an accurate picture of retirement income and should be replaced with annual forward looking estimates according to a financial consultant an...

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Financial planning

The planning arm of a public service super fund will offer its advice services to other funds looking to provide advice to members....

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Policy & Regulation

A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....

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Policy & Regulation

The back and forth nature of the Future of Financial Advice (FOFA) amendments are likely to cause consumers to put off seeking financial planning advice costing them abou...

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Financial planning

ASIC has released figures stating it could conduct surveillance of top 50 planning groups in 18 months....

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Financial planning

More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....

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Financial planning

The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...

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Financial planning

Industry infighting has damaged the reputation of financial advice and made it appear the financial services sector is blame shifting instead of placing consumer interest...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 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 ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 4 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 3 days ago

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

1 week 2 days ago