FINANCIAL PLANNING

Financial planning

The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....

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Financial planning

Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....

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Editorial

Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...

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Financial planning

The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....

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Financial planning

Two bodies will soon regulate financial planners - a serious concern to the FPA....

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Financial planning

The Financial Planning Association has launched an advertising campaign to remind planners that, from 1 July 2013, new members will have to hold an approved degree if the...

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Financial planning

Money Management has announced the BDM of the Year award finalists and is calling upon financial planners to vote for the winner....

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Financial planning

The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....

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Financial planning

The average retention payment agreed to by parties in financial planning practice transactions has crept up to to 26 per cent over the last year, according to NAB head of...

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Financial planning

Storm investors who will receive the $82.5 million settlement from Macquarie Bank will have to acknowledge that the bank did nothing wrong....

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Financial planning

Griffith University has secured accreditation from the Financial Planning Education Council (FPEC) for its financial planning program....

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Financial planning

New research reveals high degree of indecision on codes of conduct and opt-in....

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Funds management

New Deloitte research reveals global concern about affording a comfortable retirement....

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Superannuation

Super funds which provide advice around tax want exemption from requirement to register as tax agents....

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Editorial

The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...

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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 ...

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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....

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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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