FINANCIAL PLANNING

Financial planning

ASIC warns that commissions may continue to exist within MIS arrangements despite the FOFA changes....

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Financial planning

FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....

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Financial planning

ASIC deputy chairman, Peter Kell, says the regulator will be taking a clsoe look at professional indemnity insurance in coming months....

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Editorial

Financial planners gave mixed reactions to reports that a company related to real estate icon, Ray White, would be venturing into the financial planning space but is the ...

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Financial planning

Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....

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Financial planning

Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...

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Financial planning

Despite the emergence of robo-advice, most clients still want to meet their financial planner face-to-face, research shows. ...

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Financial planning

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

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Financial planning

The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....

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Financial planning

Banning upfront commissions on insurance products is not the answer to weeding out unscrupulous advisers, according to The Boutique Financial Planning Principals’ Group (...

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Financial planning

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

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Financial planning

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....

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Superannuation

MySuper should be made ‘opt-in’ because it places insurance cover at risk, says CSSA....

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Financial planning

A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....

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Financial planning

Lawyers call for limit to FOS’ monetary jurisdiction which exceeds that of many courts....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 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 4 weeks ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 3 days ago