FINANCIAL PLANNING

Financial planning

The new Abbott Cabinet adopts a less specific approach to handling of the Financial Services portfolio....

image
Editorial

Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...

image
Financial planning

Submissions to the Senate inquiry into ASIC are revealing a wide range of complaints against not only the regulator but banks and insurers....

image
Life/Risk

It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....

image
Financial planning

Australian financial services businesses using overseas staff increase markedly in six months...

image
Financial planning

Practice brokers are sweating on the new Government providing clarity around grandfathering while buyers are getting fussier....

image
Financial planning

With obtaining and maintaining professional indemnity insurance cover one of the key challenges confronting planners, Money Management and Lawyers Weekly have combined to...

image
Financial planning

A new ASIC survey reveals investors and consumers are largely sceptical when it comes to the integrity of financial advisers, while some of the other industry gatekeepers...

image
Financial planning

SFG Australia has officially launched a licensee service model in response to growing demand for back-end support from boutique Australian Financial Services Licensees. ...

image
Superannuation

The requirement to hold an AFSL when providing advice should extend to SMSF property spruikers, says ASFA....

image
Financial planning

Bombora new signing moves across from Lonsdale Financial Group....

image
Financial planning

Professions working off old stereotypes need to look to future co-operation...

image
Financial planning

ASIC has acknowledged an Abbott Federal Government’s intended amendments to FOFA but will not be altering its approach until they become law....

image
Superannuation

On the back of comments made by ASIC commissioner Greg Tanzer, SPAA has welcomed the regulator's recognition and acknowledgement of professional service providers in the ...

image
Financial planning

The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 3 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....

2 months 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 6 days ago

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

6 days 5 hours ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 days 23 hours ago