FINANCIAL PLANNING ASSOCIATION

Financial planning

The so-called ‘superannuation funds bank’, Members Equity, has issued a statement warning consumers against being sold into reverse mortgages by financial planners....

Financial planning

The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...

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Financial planning

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Financial planning

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Financial planning

Neil Kendall, Brisbane-based financial planner and fee-for-service advocate, has taken out the top prize in the 2006 Money Management/Advance Financial Planner of the Yea...

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Financial planning

In a first for the finance industry, The Risk Store has launched what it calls a ‘webinar’ series covering life risk insurance....

Editorial

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Financial planning

A strong belief in the value of strategy advice rather than product advice, combined with a passion for managing clients’ financial affairs in a proactive manner, helped ...

Financial planning

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Superannuation

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Editorial

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Financial planning

THE deadline for the financial planning sector to propose changes to the controversial wording of draft Corporations Act Regulation 7.6.02AAA fells yesterday (November 30...

Editorial

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Financial planning

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Financial planning

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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 ago

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

1 week 6 days ago

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

2 weeks 4 days ago