FINANCIAL PLANNING

Policy & Regulation

FSC chief John Brogden has written to the new Labor government asking for FOFA to be extended until 1 July, 2014....

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Policy & Regulation

BT Advice has revealed how much in money and human resources it spent on FOFA preparations....

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Financial planning

After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...

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Financial planning

As we edge closer to 1 July 2013, Fiona Mackenzie encourages practices to look at how fit for FOFA they are and what they can do to become FOFA-ready....

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Financial planning

Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data....

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Financial planning

Kinetic Super has renamed its financial services company, eo Financial Services, to align with its recent rebrand....

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Financial planning

Tumultuous events in Canberra open the question of who will get the Financial Services portfolio....

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Financial planning

Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...

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Financial planning

The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...

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Editorial

If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...

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Financial planning

Half of former Whittaker Macnaught advisers have set up their own practices under CBA-owned Financial Wisdom, while Eureka and MSI Taylor are picking up the rest of the b...

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Life/Risk

AMP Limited earnings update reveals extent of losses in Australian wealth protection division....

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Editorial

Are we seeing a genuine move back into Australian equities driven by an exit from cash and cash-like investments, or are there other forces at play? A Money Management ro...

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Financial planning

ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...

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Financial planning

ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....

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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 ...

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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 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...

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

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