FINANCIAL PLANNING

Financial planning

The AFA will release its Financial Advice Competency Framework at its conference this week, in which it outlines the skills and attributes required by advisers....

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Financial planning

The lift in education standards across the financial services industry has created a short supply in financial adviser and paraplanner candidates, according to Hays....

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Financial planning

ASIC has released its Cost Recovery Implementation Statement outlining its estimated regulatory costs in 2017/18 as part of the industry funding model. ...

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Policy & Regulation

The SMSF Association has echoed the Association of Financial Advisers in warning the Government about the increased costs being imposed on planners via the establishment ...

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Financial planning

FOS has received a record number of disputes in the 2016/17 year, driven mainly by general insurance which made up 38 per cent of the increase....

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Financial planning

The quality of a financial planner’s client service can be identified in their fees charged and client retention, Mentor Education believes....

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Financial planning

The Financial Planning Association of Australia has signalled its intention to make financial capability a focus point for World Financial Planning Day....

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Financial planning

Online stockbroker OpenMarkets Australia has paid a $200,000 infringement notice penalty to the Markets Disciplinary Panel....

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Financial planning

Hub24 head of marketing and distribution will leave the business after nearly half a decade....

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Features

Paul Harding-Davis looks at the five retirement transition phases now that he is approaching the ‘sunset’ of his life....

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Financial planning

The Government’s proposed new Australian Financial Complaints Authority has been dismissed as a politically-motivated ‘juggernaut Frankenstein’ aimed at deflecting the ne...

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Policy & Regulation

The Australian Securities and Investments Commission has admitted it has emerged a winner with greater powers and more discretion with respect to Australia’s financial se...

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Financial planning

Most Australians trusted their financial adviser over their financial institutions, while there was disconnect between their risk appetite and expected returns....

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Financial planning

A study by global investment firm Dimensional has found investors rank peace of mind as the best benefit to having a financial adviser....

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Financial planning

SAI Global’s inaugural Consumer Trust Index has found financial services to be amongst the least trusted industries globally....

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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 2 weeks ago

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

1 month 3 weeks 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...

3 days 10 hours 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 6 days 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. ...

3 weeks 2 days ago