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FINANCIAL PLANNING
Funds management
Lazard Asset Management has launched its Global Equity Franchise Fund to enable Australian investors to reduce their exposure to domestic risks....
Superannuation
The Australian Securities and Investments Commission has taken another look at the ISA’s compare the pair advertising campaign amid Senate suggestions it does not compare...
Financial planning
AMP’s closure of Genesys Wealth Advisers has weighed on its third quarter cashflows....
Financial planning
The FPA has provided Treasury with its submission on the proposed industry funding model for ASIC. In its submission, the FPA has highlighted its concerns about the equit...
Financial planning
Mark O’Toole, the founder and managing director of Ascent Private Wealth, has been appointed to the FPA Board....
Financial planning
Following a redesign of the AFA’s leadership team, the association has appointed Roz Kaye to the newly created role of member services manager....
Financial planning
A wholesale service provider’s AFSL has been cancelled by ASIC at the business’s request, two months after the regulator suspended it....
Financial planning
The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...
Financial planning
Consumers go to planners with the belief that they are professionals in the same context as lawyers and accountants, and are surprised when they find otherwise....
Policy & Regulation
The Government’s response to the FSI to lift professionalism in financial advice and planning through education has been welcomed by industry bodies...
Financial planning
MDS Financial Group has acquired 100 per cent of Sequoia Wealth Group and will rebrand as Sequoia....
Policy & Regulation
The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....
Financial planning
The Paul Barrett-led AZ NGA Group has taken a 51 per cent stake in Gareth Hall’s Wise Planners business....
Financial planning
Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...
Financial planning
Financial planners must avoid jargons and technical terms and find other ways to communicate with female clients about their finances to put them at ease, a financial pla...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....