IFSA

Financial planning

The Australian Consumers Association (ACA) has refused to concede that a new survey which paints a positive picture of the financial planning industry has discredited its...

Financial planning

You can win some pretty nifty prizes at raffles held at industry functions, but the booty up for grabs at a recent IFSA shindig takes the cake, literally....

Financial planning

A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...

Financial planning

The Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...

Financial planning

The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....

Financial planning

The Investment and Financial Services Association (IFSA) has re-elected Perpetual Trustees managing director David Deverall, MLC chief executive retail investment Stephen...

Financial planning

Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....

Financial planning

Financial planners are about to test the waters with term allocated pensions. Ross Kelly reports....

Financial planning

If you were in any doubt that inside every financial services type is a hell’s angel struggling to get out, then look no further than the recent Corners for Kids Motorcyc...

Financial planning

Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...

Financial planning

Yesterday’s deal between the Federal Government and the Democrats, that will see the Government’s stalled choice of super plans passed in the senate, will not aid the con...

Financial planning

The Federal Opposition’s proposed tax plan has been branded short term and opportunistic, with yesterday’s announcement by Labor leader Mark Latham triggering a barrage o...

Financial planning

The SwimEC (Super, Wealth and Investment Management Electronic Commerce) industry initiative mounted by the Association of Superannuation Funds of Australia (ASFA), the I...

Financial planning

The Investment and Financial Services Association has honoured some of the industry’s leading authorities in technical services, taxation, public policy and administratio...

Financial planning

Two of the industry's largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago