FINANCIAL PLANNING INDUSTRY

Financial planning

Bridges Financial Services has won its long-running payroll tax dispute with the Western Australian Government, escaping a $500,000 tax bill in a decision that will come ...

Financial planning

Farmers are ill-served by a financial planning industry still based around the pay-as-you-earn mentality, according to the head of a new team of specialist agribusiness p...

Financial planning

The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...

Financial planning

The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...

Financial planning

Iris Financial Group has been confirmed as the new name for the breakaway dealer group of 22 RetireInvest planners from Victoria, as flagged by Money Management earlier t...

Financial planning

Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....

Financial planning

Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...

Financial planning

State Winners of BDM of the Year 2005...

Financial planning

Almost a year since the introduction of the Financial Services Reform, the majority of financial advisers still believe that sorting out practice management issues will b...

Financial planning

Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...

Financial planning

Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....

Financial planning

The Financial Planning Association (FPA) has signalled it will continue with its push to clean up the profession and raise the standard of advice provided by financial pl...

Financial planning

Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....

Financial planning

Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...

Financial planning

Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 20 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

6 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

5 days 3 hours ago