FINANCIAL PLANNING

Financial planning

The FPA has confirmed that Ask an Expert will be a central element of Financial Planning Week, to be held next week....

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Financial planning

The Financial Planning Standards Board (FPSB) will be taking a stronger consumer approach with the creation of a public member position on the board of directors....

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People & Products

Elixir Consulting has seen such an increase in demand over the last year that it has expanded with the introduction of three new consultants....

People & Products

Former Godfrey Pembroke executive Mark Rantall named as new FPA CEO....

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Financial planning

Financial planner demand remains high with most roles offered by banks and larger institutions....

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Financial planning

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

Financial planning

Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...

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Editorial

The debate about financial advice commissions has moved onto insurance products....

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Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

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Financial planning

Some of Australia's largest dealer groups are signalling their intention to add a significant number of advisers to their networks....

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Financial planning

Professional Investment Services (PIS) has joined the growing list of dealer groups that have committed to remove the commission payments that product providers make to f...

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Financial planning

Guardian Financial Planning is looking to refresh its brand by positioning itself as a family wealth protection advice specialist, according to Guardian's executive manag...

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Financial planning

Financial planners need to stop fighting 'trench warfare' over different models of advice before it drives away consumers, according to the managing director of Snowball,...

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Financial planning

The Boutique Financial Planning Principals Group (BFPPG) has hit back at industry dismissals of the independence of advice as a question of perception rather than reality...

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Financial planning

Matrix Planning Solutions has acquired a regional NSW practice, A&B Financial Planning in Temora....

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MARKET INSIGHTS

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

1 month 4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 6 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 6 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week 4 days ago