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FINANCIAL PLANNING
Financial planning
Finance Minister, Senator Mathias Cormann says the Government remains committed to its FOFA changes....
Financial planning
ASIC has answered parliamentary questions about superannuation union liaison officers, the type of advice they can provide and whose AFSL they might be working under....
Superannuation
Advisers may need to rethink their approach to aged care advice. ...
Financial planning
FPA chief executive, Mark Rantall acknowledges the high price paid by the industry resulting from bad publicity generated by whistleblowers....
Financial planning
Job growth for financial planners has been on a flat trajectory since the GFC, which should prompt opportunists to pivot into future boom areas like healthcare and succes...
Financial planning
FPA’s outgoing chairman, Matthew Rowe, says the FPA won’t seek to defend the indefensible where bad advice is concerned....
Financial planning
Industry public offer fund Sunsuper and the Financial Planning Association (FPA) have announced they have agreed to a national referral program....
Financial planning
AMP has announced the rationalisation of Genesys with member firms being given the opportunity to transition to other AMP licensees....
Financial planning
New research suggests SMSF advice is a prime area for consolidation....
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Financial planning
Adviser Ratings says the fact it has signed up 1000 advisers in its first month is validation that planners want change from their dealer groups, particularly when it com...
Accounting
Independently-owned advisory firm Fortnum Financial Group (Fortnum) has moved into the accounting space with a new business, Fortnum Professional Strategies....
Financial planning
FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...
Financial planning
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Financial planning
The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....