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FINANCIAL PLANNING INDUSTRY
Financial planning
While major banks are driving recruitment of senior planners in the current environment, boutiques still feeling the freeze....
Financial planning
A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
Financial planning
Anyone who was surprised by the official line of IFSA on the question of intra-fund advice has now had a reality check....
Financial planning
While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...
Life/Risk
The Insurance Council of Australia has suggested the Government consider the introduction of a compensation fund as an adjunct to PI insurance....
Financial planning
It is the role of public servants to implement the policy determined by elected governments. That does not mean the public servants are not entitled to differing views, i...
Financial planning
Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...
Financial planning
If the financial planning industry is to be placed under the media microscope, those controlling the focus should be obliged to declare their interests. There is nothing ...
Editorial
It ought come as no surprise to most Australian financial planners that they have an image problem and that they represent an easy target for what was once known as the ‘...
Financial planning
The Federal Government's move to allow superannuation funds to provide advice to members has served to unite the financial planning industry in voicing its opposition....
Financial planning
The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....
Financial planning
Financial planning businesses have traditionally been valued on a multiple of annual recurring revenue, including trail commissions on investments, which clients have his...
Financial planning
Managed investment scheme specialist FEA has asserted that it is not the subject of an ASIC investigation and that the regulator is probing an external AFSL holder....
Financial planning
CPA Australia has warned that the way planners are remunerated should be left to the industry to determine because governments should not set markets....
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Podcast
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,...