FINANCIAL PLANNING SERVICES

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

Will offer financial services to farmers suffering from drought and financial difficulties....

Financial planning

A combined Melbourne-based risk insurance and accounting business plans to buy more practices to boost its presence in Victoria and New South Wales....

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Financial planning

South Australian practice is the second to join Matrix Planning Solutions in the space of a month....

Financial planning

Mortgage lender Muslim Community Co-operative Australia is now licensed to set up mortgage funds and property trust schemes in accordance with Islamic law....

Financial planning

The Finance Sector Union is in negotiations with the Association of Independently-Owned Financial Planners to appoint it as its preferred provider of financial planning s...

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Financial planning

The Financial Planning Association has moved to take hold of the fees versus commissions agenda by producing a consultation paper which proposes a phase out of existing c...

Financial planning

Financial Planning Services Australia advisers have been emotionally battered by the ongoing market downturn, chief executive Mark Ryan has acknowledged....

Editorial

Traditional financial advice models that service higher-net-worth clients don't work for average Australians and a paradigm shift is needed in the industry....

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Financial planning

Expected to complete transfer in March....

Editorial

The unravelling of Storm Financial underscores much of what is wrong in the financial planning industry, writes Paul Resnik....

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Financial planning

Acquires 25 per cent stake in local practice....

Financial planning

Acquires 25 per cent stake in local practice....

Financial planning

There have been a number of comments recently with predictions of where our industry is heading and what developments we may see in the future. In assessing the possibili...

Financial planning

FPSA appoints former AFS distribution head as chief executive – with a brief to grow the company aggressively....

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MARKET INSIGHTS

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

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 19 minutes ago