FINANCIAL PLANNING

Features

Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...

image
Editorial

AMP Limited’s sale of its insurance business will help it cut loose some uncomfortable legacy issues, but it remains to face into the substantial challenges associated wi...

image
Financial planning

The Financial Planning Association has established a new legal entity in preparation to become a code-monitoring body under the Financial Adviser Standards and Ethics Aut...

image
Financial planning

The depth of suspicion existing between some AMP planners and AMP Limited has been underlined by a decision to suspend a planners “Chatter Group” over suspicions member c...

image
Financial planning

IOOF has sought to ensure the retention of newly-acquired ANZ aligned advisers by offering participation in an ‘Adviser Recognition Program’ with vesting heavily reliant ...

image
Financial planning

National Australia Bank has reported a solid full-year profit despite remediation costs and its time-table to exit MLC....

image
Financial planning

Dishonestly using his position to gain benefits in the amount of $800,000 has seen a former Gold Coast financial adviser sentenced to two-and-a-half years in prison by th...

image
Policy & Regulation

ANZ’s full-year cash profit has taken a hit as it seeks to move beyond wealth remediation and costs associated with the Royal Commission....

image
Financial planning

AMP Limited has confirmed applying compliance criteria to buyer of last resort arrangements for planners looking to exit the company and the industry....

image
Financial planning

A financial services academic has attacked the use by consultants of ‘two-week planners’ to undertake remediation work....

image
Policy & Regulation

A senior South Australian financial planner has warned a Parliamentary Committee that middle-class retirees will be most affected by the Federal Opposition’s franking cre...

image
Financial planning

Many financial planning practice owners are seeking to move ahead of knowing the final shape of the new Financial Adviser Standards and Ethics Authority regime, according...

image
Financial planning

AMP Limited has taken a major step in selling down its life businesses in transactions which will translate to $3.45 billion....

image
Financial planning

The Royal Commission saw employment prospects in banking and insurance plummet more than any other sector for the September quarter, according to the Sunsuper Australian ...

image
People & Products

A Deakin University student has won the 2018 AMP University Challenge and the $5,000 first prize. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 2 weeks ago

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

4 months 3 weeks ago

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

5 days 3 hours ago

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

1 week 3 days ago

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

2 weeks 1 day ago