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Financial Planning

Registrations open for Future2 Melbourne to Adelaide ride

STAFF WRITER  |  TUESDAY, 15 APR 2014
Registrations are open for the 2014 Future2 Wheel Classic fundraising bike ride from Melbourne to Adelaide.

Accountants beat planners in consumer confidence

LAURA MILLAN  |  TUESDAY, 15 APR 2014
Accountants are a more trusted profession than financial advisers, with consumers giving them higher ethics and honesty ratings.

TPB releases tax advice definition in YouTube video

LAURA MILLAN  |  MONDAY, 14 APR 2014
The Tax Practitioners Board (TPB) has listed in a YouTube video the five requirements that advisers need to meet to comply with the definition of tax advisers.

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
Almost three in 10 (28.6%) Australians who currently receive financial advice are at risk of leaving their adviser, according to new research from CoreData.

AMP Capital launches new adviser research tool

STAFF WRITER  |  MONDAY, 14 APR 2014
AMP Capital has launched a new online resource centre to help financial advisers have more meaningful investment conversations with their clients.

ASIC admits wrongdoing in Senate hearing

LAURA MILLAN  |  FRIDAY, 11 APR 2014
The Australian Securities and Investments Commission (ASIC)'s top officials admitted that the regulator could have done more to prevent poor advice and malpractices in a tense five-hour Senate hearing.

FPA announces winners of research grants

LAURA MILLAN  |  THURSDAY, 10 APR 2014
The Financial Planning Association (FPA) has announced the two winners of the inaugural Financial Planning Education Council (FPEC) university research grants.

CBA promoted Nguyen to keep him away from clients

LAURA MILLAN  |  THURSDAY, 10 APR 2014
The Senate inquiry into the performance of the Australian Securities and Investments Commission (ASIC) has heard that the Commonwealth Bank (CBA) promoted financial planner Don Nguyen, despite allegations of fraud.

Advisers under threat from robot replacements

LAURA MILLAN  |  WEDNESDAY, 9 APR 2014
The financial advice profession is likely to disappear and planners could be replaced by robots.

National Seniors asks Inquiry to deliver "top quality" advice

MARK SMITH  |  TUESDAY, 8 APR 2014
National Seniors has called on the Financial System Inquiry (FSI) to consider ways in which Australia can deliver "top quality, independent financial advice."