FINANCIAL PLANNING

Financial planning

Adviser cops life ban for insurance applications in names of non-existent people ...

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Financial planning

FPA will reconsider aspects of enshrinement if it fails to become law...

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Financial planning

The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....

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Superannuation

With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...

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Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

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Financial planning

The Federal Opposition has urged new Treasurer, Chris Bowen, to revisit the Government’s approach to Trio/Astarra compensation arrangements....

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Financial planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

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Financial planning

ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....

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Financial planning

David Bradbury replaces Bill Shorten in Financial Services portfolio....

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Superannuation

Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...

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Superannuation

AMP Capital has launched a new website aimed at educating SMSF investors on property and infrastructure investments as part of a new campaign targeting this market....

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People & Products

Zurich Financial Services has added to its Western Australian life risk distribution team with the appointment of Ryan de Bruin as business development manager....

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Financial planning

The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....

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Financial planning

Accounting and financial planning business WHK has announced it will change its name to Crowe Horwath Australasia at the end of next month, in a bid to improve the compan...

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Policy & Regulation

The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....

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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 ...

1 month ago
gonski

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

1 month 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 ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

4 weeks 1 day 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 ago