FINANCIAL PLANNING

Financial planning

The FPA’s Matthew Rowe has questioned the survivability of a number of financial planning organisations....

image
Accounting

Accountants moving to become licensed have been given a generous run but are failing in high numbers when applying for a licence according to a former ASIC licensing spec...

image
Financial planning

Listed back office investment services provider, MDS Financial Group, will purchase boutique financial planning group Sequoia Wealth Group (SWG) and rebrand all its entit...

image
Superannuation

For some financial planners industry superannuation funds are just another product option while for others they represent an unfair playing field and an attack on the adv...

image
Financial planning

Adviser sentiment has plunged to its lowest level in two years across several measures as the financial advice profession is mired in negative publicity....

image
Financial planning

Money Management webinar poll reveals planner caution amid economic uncertainty....

image
Financial planning

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

image
Financial planning

Planners who cannot explain to clients their justification for recommending particular platforms may find themselves in breach of ASIC guidance....

image
Financial planning

ASIC reinforces signal for licensees to be more discerning when recruiting advisers from failed planning groups....

image
Financial planning

Financial advisers’ fee structures abet “closet indexing” by fund managers, creating a clear conflict of interest between planners’ earnings and their clients’ best inter...

image
Financial planning

FOS has reduced its backlog of cases but unpaid determinations have climbed for the third reporting period in a row to a record high....

image
Financial planning

BT Financial Group affected by changes to Westpac CEO reporting lines....

image
Editorial

As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....

image
Editorial

The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...

image
Financial planning

Consumers would be better served if financial planners and risk advisers were required to hold separate licences, Synchron director, Don Trapnell, believes....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

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

2 months ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 6 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 5 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 4 days ago