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Financial Planning

ASIC bans former risk adviser

ALEX BURKE  |  THURSDAY, 9 JUL 2015
ASIC has banned a life insurance adviser from former Macquarie Group subsidiary Risk Advice Specialists.

FPA announces CFP award winner

ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
The Financial Planning Association of Australia (FPA) has announced the winner of its third Gwen Fletcher Memorial Award.

Advice demand up as direct investment grows

LAURA MILLAN  |  WEDNESDAY, 8 JUL 2015
A growing number of direct investors will drive an increase in demand for financial advice, the latest ASX Share Ownership Study revealed.

Claims of wrongdoing have no basis: IOOF

DARREN SNYDER  |  TUESDAY, 7 JUL 2015
IOOF managing director Christopher Kelaher has told a Senate committee today that claims of widespread wrongdoing at the company have no basis of fact.

Decimal and P&N announce advice partnership

ALEX BURKE  |  TUESDAY, 7 JUL 2015
Financial services software provider Decimal and Western Australian mutual bank P&N have entered into a partnership to provide online advice services to customers.

GST increase would deliver $42 billion: FSC

DARREN SNYDER  |  MONDAY, 6 JUL 2015
The Financial Services Council (FSC) believes Australia's existing mix of taxation is unsustainable with an ageing population and baby boomers moving out of the workforce.

Fiducian acquires Chatswood advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
Fiducian Group has acquired a financial planning firm in Chatswood, on Sydney's North Shore, for $1.25 million.

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
Shaw Stockbroking has rebranded as Shaw and Partners (Shaw) and hired a Macquarie executive as part of its strategy to offer holistic advice services.

ASIC bans Provident Capital director

STAFF WRITER  |  MONDAY, 6 JUL 2015
Former director of failed company Provident Capital has been banned from providing financial services for two years.

Aged care advice enquiries skyrocket

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Rising aged care costs have left consumers confused and enquiries to advisers have "skyrocketed" recently, Australian Unity Personal Financial Services head of financial advice Craig Meldrum said.