FINANCIAL PLANNING

INDUSTRY NEWS

Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....

INDUSTRY NEWS

TAL group chief executive Brett Clark is to step down from the role after almost a decade with a new replacement appointed....

INDUSTRY NEWS

JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust ...

INDUSTRY NEWS

From cyber security threats to external reviews, financial services law firm Holley Nethercote has uncovered the most notable compliance concerns for AFSLs....

INDUSTRY NEWS

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows....

INDUSTRY NEWS

The latest edition of the Hays annual salary report has broken down the expected average salary for a variety of senior and junior financial planning roles for the upcomi...

INDUSTRY NEWS

Licensees are being reminded to take prompt action once their licence is granted as ASIC cancels the AFSL of a Sydney firm....

INDUSTRY NEWS

Just two financial advice licensees have commenced operations and seven ceased over the past two weeks, while total adviser numbers slip below 15,600 yet again....

INDUSTRY NEWS

ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and ...

INDUSTRY NEWS

Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory. ...

INDUSTRY NEWS

Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...

INDUSTRY NEWS

Licensees are figuring out how to navigate the annual superannuation performance test to avoid any clients being stuck in affected funds and whether they need to start ru...

 
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MARKET INSIGHTS

JOHN GILLIES

tHOSE 989 WHO ARE CEASED WILL GO ON TO LIVE A LONG AND HEALTHY LIFE JG...

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Chris Cornish

What a sticth-up. Looks like Labor Senator Jess Walsh follows Stephen Jones who follows what the industry super funds ...

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Peter Swan

This report is a blatant display of far-left factional partisanship, treating superannuation funds as state property and...

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ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks 4 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week 4 days ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

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