FINANCIAL PLANNING

Financial planning

New survey reveals accountants are still undecided about the degree to which they will embrace the new licensing regime....

Financial planning

As Australia’s ageing population expands, one industry expert asks if there are enough advisers specialising in aged care....

Financial planning

The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....

Financial planning

ASIC announces banning of Charterhill Group founder, George Nowak, until 3 July, 2017....

Life/Risk

If life insurance companies want to repair some of the reputational damage inflicted on their industry they need to commit to delivering on their product promises....

Financial planning

Many non-aligned advisers are struggling to justify the cost of investing in platforms, highlighting the need for tailored solutions, according to the managing director o...

Financial planning

Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....

Financial planning

A wave of bad publicity has caused planners to lose their ‘social license’ and new approaches will be required, according to InFocus managing director, Rod Bristow....

Financial planning

A new survey reveals that most SMSF advisers see property (both commercial and residential) as the best destination for LRBAs....

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....

Financial planning

Making higher educational standards legally enforceable in the advice industry will bring consistency in global industry standards across the sector, the FPA said....

Superannuation

ASFA warns policymakers need to pay attention to longer retirement periods as the Intergenerational Report touches on rising lifespans and retirement periods of Australia...

Financial planning

Planners urged to do their own due diligence on licensees or risk future reputational damage....

Financial planning

Gold Coast financial planning and property management group hit by ASIC penalty for false and misleading advertising....

Financial planning

Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 days 7 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks ago