FINANCIAL PLANNING

Financial planning

Asgard's Michelle Woodgate has been named Money Management BDM of the Year....

image
Financial planning

More than 170 members of the Financial Planning Association (FPA) will be offering free online financial advice for the next six weeks in the hope of promoting the profes...

image
Financial planning

A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...

image
Financial planning

AMP Horizons Financial Planning Academy has become a national centre responsible for ongoing education and the development of its entire financial planner base, according...

Financial planning

Fast-expanding dealer groups may need to look at outsourcing technical and strategic advice solutions in order to retain a high standard of support for advisers and stay ...

Financial planning

AustralianSuper declares initial success in trial involving partnership with key planner groups....

image
Superannuation

The Federal Government’s Future of Financial Advice reforms have banned all risk commissions in super and volume rebates at the same time as imposing a two-year opt-in on...

image
Financial planning

The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...

image
People & Products

Former CBA national head of financial planning, Ian Anderson, has moved to Guardian Financial Planning, where he has been appointed business acquisition manager....

Policy & Regulation

The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...

image
Financial planning

DKN Financial Group has announced the expansion of Queensland-based financial services firm, Quill Group, following its acquisition of Brisbane accountancy practice, Sims...

Financial planning

Radar Results has noted a decrease in requests for financial planning practice valuations, although the reasons behind getting a valuation have changed significantly sinc...

image
Financial planning

The current exemption of financial planners from the tax agent services regime has been extended to 30 June, 2012....

image
Financial planning

The Financial Planning Association (FPA) would like to see a better model used for pricing individual risk that would potentially bring down the costs of professional ind...

image
Policy & Regulation

The Government's Future of Financial Advice reforms may actually be a time bomb, according to Synchron's independent chair Michael Harrison....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
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 ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

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....

2 weeks 3 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 4 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 3 days ago