FINANCIAL PLANNING

Financial planning

Demand for financial planning skills is at record levels in parts of the east coast of Australia, according to a recently released market report....

Funds management

A survey conducted by one of Australia’s peak accounting bodies has revealed that owning an investment property is still regarded as a very popular investment vehicle amo...

Editorial

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Financial planning

The Australian and New Zealand chartered accounting group CA Associates Australasia, which also offers financial planning services, has been re-branded and from July 1 wi...

Financial planning

A new award for financial planners has demonstrated the value of professional financial advice, according to the Financial Planning Association...

Financial planning

Professional Investment Services has moved into top spot in the 2005-06 Money Management Top 100 Dealer Group survey, displacing AMP Financial Planning as the nation’s la...

Financial planning

Listed financial planning and accounting business WHK Group will acquire three new practices, including a Cairns-based financial planning and accounting practice operatin...

Financial planning

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Financial planning

The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....

Financial planning

While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...

Financial planning

FPA has declared its intention to increase the awareness of its Certified Financial Planner designation, with the aim of giving the professional mark more credibility....

Financial planning

Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...

Financial planning

AMP expects the focus of financial advice to shift as a result of the proposed changes to superannuation announced in this year’s Federal Budget, but has rejected suggest...

Financial planning

ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...

Financial planning

The Financial Planning Association (FPA) is on the verge of scrapping the requirement of Certified Financial Planners (CFPs) to be employed by an Australian Financial Ser...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 4 days ago

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

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 3 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 3 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 4 days ago