FINANCIAL PLANNING

Financial planning

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

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Financial planning

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

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Financial planning

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

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Financial planning

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

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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....

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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...

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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....

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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....

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Financial planning

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

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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....

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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....

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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...

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Financial planning

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

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Financial planning

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

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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

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

1 month 2 weeks ago

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

1 month 3 weeks ago

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

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 2 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. ...

4 weeks ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 days 6 hours ago