FINANCIAL PLANNING

Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

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Financial planning

The AFA says advisers are too often being blamed for product failures and the misdeeds of others....

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Financial planning

The FSC has told a Parliamentary Committee that ASIC needs to get more proactive in pursuing enforcement when planning breaches occur....

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Financial planning

The Findex Group has formally acquired financial planning and accounting firm Crowe Horwath after eyeing the business for months. ...

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Financial planning

MDS Financial signals further acquisitions after completing its transaction with Sequoia Financial to gain a solid foothold in the SMSF sector....

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Financial planning

The FPA’s 11th hour FPEC “gift” rewarded in Parliamentry Committee’s final report....

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Life/Risk

Synchron’s Don Trapnell urges risk advisers to counter worst elements of Trowbridge interim report, including five-year responsibility period....

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Financial planning

The Commonwealth Bank’s financial advice remediation program has attracted more than 4500 cases from aggrieved customers in its first few months, an independent review ha...

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Financial planning

The AIST has called on the Government to draw a distinction between bank aligned and independent financial planners....

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Financial planning

ASIC moves to extend the class order relief currently underpinning general advice....

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Editorial

The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....

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Editorial

The retirement of Matthew Rowe after two terms as chairman of the FPA represents the closing of a chapter in the organisation’s continuing evolution. ...

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Financial planning

Advisers are expected to exit institutions en masse in 2015, with the product-heavy vertically integrated model facing an “adapt or die” future under the new advice regim...

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Financial planning

BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....

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Financial planning

Former Charterbridge Davey chief executive, Venn Williams is heading up a new venture seeking equity in financial planning firms....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 1 week ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks 2 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

5 days 10 hours ago