FINANCIAL PLANNING

Financial planning

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

image
Superannuation

The passing of the Minerals Resource Rent Tax (MRRT) has paved the way for an increase in the superannuation guarantee (SG)....

image
Financial planning

Since its establishment in February this year, MLC's retirement solutions team has grown to 10 people. Of those, eight were recruited straight from AXA....

image
Financial planning

Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...

image
Financial planning

As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...

image
Editorial

The political clock is ticking and, as Mike Taylor writes, global economic reality may overtake the Government’s policy agenda before it can deliver proof of a Budget sur...

image
Financial planning

The Australian Financial Services (AFS) Group has bolstered its presence in Queensland, with the Brisbane-based financial planning practice Alps Network deciding to align...

image
Life/Risk

Suncorp has purchased AMP's General Insurance Distribution (AMP GID), securing the business for Suncorp for the long term, the two groups announced today....

image
Financial planning

There are a number of positives that will make 2012 a good year for financial advisers despite a tough economic environment, according to Equity Trustees (EQT) head of we...

image
Financial planning

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

image
Financial planning

The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...

image
Editorial

The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...

image
Policy & Regulation

FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....

image
Financial planning

The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...

image
Financial planning

Commitment to financial literacy, strategic financial advice and client service has seen Charles Badenach crowned the 2011 Money Management Financial Planner of the Year....

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 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 5 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 3 days ago