FINANCIAL PLANNING

Financial planning

The Financial Planning Association’s National Roadshow will focus educating and calming financial planners regarding the Financial Adviser Standards and Ethics Authority’...

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Financial planning

Australian Unity has moved to acquire Netwealth’s Bridgeport Financial Services....

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Financial planning

The Tax Practitioners Board has responded to the need for clarification around outsourcing and offshoring tax services, releasing a practice note clarifying the obligatio...

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Financial planning

The Financial Planning Association and the Association of Financial Advisers will gain a membership advantage if they are appointed as code monitoring bodies by the Austr...

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Financial planning

History has dragged on Centrepoint Alliance with the company announcing nine per cent growth from the prior comparable period, but still recorded a net loss after tax of ...

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Financial planning

Australia’s top companies exceeding analyst expectations halfway through reporting season have outnumbered those that did not, according to Lonsec Research....

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Policy & Regulation

ASIC has permanently banned a New South Wales financial adviser from providing financial advice, following a finding that he dishonestly charged clients almost $67,000 in...

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Financial planning

Financial services business Fiducian has announced it will intensify its strategy of acquiring financial planning businesses in the second half of this financial year, a...

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Financial planning

Dr Mark Brimble has resigned as chairman of the Financial Planning Education Council ahead of the Financial Adviser Standards and Ethics Authority becoming fully involved...

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Financial planning

Bombora Advice principal may have been one of the most vocal critics of the Life Insurance Framework process but he is now urging life/risk firms to consider his alliance...

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Financial planning

Financial planners rather than financial products will be critical to helping Australians adapt to changing work environments, including the gig economy, according the Fi...

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Financial planning

The number of certified financial planners (CFPs) is on the rise, according to the Financial Planning Association of Australia....

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Financial planning

Financial Planning Association chief executive, Dante Dr Gori has sought to soothe financial planners’ frayed nerves over the direction of the Financial Adviser Standards...

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Financial planning

New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....

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Financial planning

A strong performance by its Wealth Division has helped the Commonwealth Bank record another increased half-year profit despite provisioning of more than $500 million for ...

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MARKET INSIGHTS

GG

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

1 month 1 week 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 1 week 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 1 week 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....

3 weeks 5 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....

3 weeks 6 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

1 week 1 day ago