FINANCIAL PLANNING

Financial planning

Two-thirds of ASX 200 boards say they gravitate towards candidates who are known to board members, hindering efforts to ensure 30 per cent of directors are women. ...

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Policy & Regulation

The Turnbull Government will strengthen criminal and civil penalties for corporate and financial misdeeds, following revelations of staggering misconduct in this week’s R...

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News

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry has been told BT Financial Planning failed to fully inform Dover Finan...

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News

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told a senior BT planner went unpunished despite giving “poor...

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Financial planning

The Australian Securities and Investments Commission has banned a former Suncorp financial services adviser for four years....

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Financial planning

AMP Limited has been asked why it left clients on under-performing platforms when cheaper and better-performing options were available....

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Financial planning

The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....

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Financial planning

Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....

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Financial planning

Mentor Education has launched an Aged & Disability Care Specialist Adviser designation to meet the challenges posed by growth in Australia’s ageing and disabled populatio...

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Financial planning

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told that regulatory reform to financial planning is a work i...

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Financial planning

The Financial Planning Association has announced Sharon Taylor’s appointment as chair of the Financial Planning Education Council, following Mark Brimble’s departure in F...

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Financial planning

The Association of Financial Advisers has lashed the Parliamentary Joint Committee report into life insurance arguing it is a rehash which falls short of its objectives....

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Financial planning

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry will begin scrutinising financial advice with the major banks and AMP ...

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Financial planning

New analysis suggests the Australian Taxation Office’s crack-down on high net worths has created an opportunity for financial planners....

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Editorial

The recent release of the Parliamentary Joint Committee on Corporations and Financial Services inquiry report into the Life Insurance industry makes clear that planners h...

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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 1 week ago

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

1 month 1 week ago

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

1 month 2 weeks ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 weeks 3 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 weeks 3 days ago