FINANCIAL PLANNING

Editorial

The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...

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Policy & Regulation

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

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Editorial

Three years have passed since the start of initial talks about the FOFA changes. The debate rolls on, but the financial services industry has received little clarity and ...

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Financial planning

Financial planning businesses are increasingly looking to diversify their revenue streams in an attempt to secure their business models in the face of looming Future of F...

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Financial planning

The financial planning industry may well be on the verge of a "golden age" in which planners finally get the recognition they deserve, says AMP's Steve Helmich....

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Financial planning

Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....

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Financial planning

Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...

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Financial planning

Fiducian Financial Services has acquired State Trustees' financial planning business for an undisclosed sum....

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Financial planning

Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...

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Financial planning

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

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Financial planning

ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....

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Financial planning

ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....

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Financial planning

While industry bodies support the Government's proposed regulatory amendments to accelerate the wind-up of so-called 'phoenix' companies and claim the issue is not a majo...

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People & Products

Clearview Wealth has appointed former CMC Markets Australia and New Zealand managing director Barry Odes to the newly created role of chief operating officer....

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Financial planning

Despite widespread negative sentiment, employment expectations within the financial services industry remain positive, according to recruitment expert, Hudson....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

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

5 months ago

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

1 week 6 days ago

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

2 weeks 4 days ago

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

3 weeks 2 days ago