FINANCIAL PLANNING

Financial planning

Rob McGregor scored the Money Management Financial Planner of the Year Award runner-up spot in what was a very close race to the top, writes Milana Pokrajac....

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Financial planning

George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....

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Superannuation

Accountants handling SMSFs will be able to cover off licensing via arrangement with MLC and AXA....

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Financial planning

The overlap between mortgage broking firms and other segments has raced ahead in 2011 as companies search for diversified revenue streams in a gloomy financial environmen...

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Financial planning

The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....

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Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

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Financial planning

Eureka Financial Group has been named the financial planning practice of the year by Financial Wisdom....

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Financial planning

Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....

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Financial planning

The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...

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Financial planning

The Association of Financial Advisers (AFA) has unveiled a new advertising campaign to promote the value of financial advice and the need for everyday Australians to form...

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Financial planning

The financial planning industry will once again buck the trend of the wider market and experience strong levels of hiring, largely due to attrition and experienced planne...

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Financial planning

A financial planning-focused 'university challenge' announced by AMP in July wrapped up last night, with AMP Horizons director Tim Steele saying the competition had excee...

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Financial planning

Choice has made clear it is lobbying the independents to back opt-in as the FOFA bills hit the Parliament....

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Policy & Regulation

The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....

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Editorial

If the Government had cared to undertake a full regulatory impact analysis of its new legislation it might have quickly concluded that, in many respects, it was turning b...

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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....

2 weeks 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