FINANCIAL PLANNING

INDUSTRY NEWS

The life insurance market seems to have been focused on product updates and enhancements over the past couple of months, with Zurich being the latest player to introduce ...

INDUSTRY NEWS

A panel of senior financial planners has warned that ‘opt-in’ will drive up costs and abrogate the fundamental relationship between advisers and clients....

INDUSTRY NEWS

The Financial Planning Association (FPA) has issued a how-to-vote card with CEO, Mark Rantall, describing the upcoming ballot as a once-in-a-lifetime opportunity for the ...

INDUSTRY NEWS

The regulators should ensure that non-institutionally aligned dealer groups remain competitive so that advice is not dominated by the banks and industry funds, according ...

INDUSTRY NEWS

Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....

INDUSTRY NEWS

Consumers will now be able to view comparative tables about the disputes performance of major financial services providers as part of a new initiative by the Financial Om...

INDUSTRY NEWS

Fiducian grows planner numbers and looks to SMSF administration service....

INDUSTRY NEWS

Century Funds Management has failed to replace Opus Capital as manager of the troubled Opus 21 property fund, after an insufficient number of unitholders voted on the mat...

INDUSTRY NEWS

Australian investors plan to move out of cash and into the market in 2011, as many plan to rebalance their portfolios, according to CoreData....

INDUSTRY NEWS

Opes Prime boss Laurie Emini will stand trial in the Victorian Supreme Court after pleading not guilty to ASIC charges....

INDUSTRY NEWS

AIA Australia has launched a suite of enhancements to its Priority Protection product, including an advanced crisis reinstatement feature and premium discounts for qualif...

INDUSTRY NEWS

Mathews Capital Partners has refuted suggestions that concentrated positions in its Velocity Fund lead to negative risk, saying a thorough research process has led to the...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

3 months 3 weeks ago

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

5 months 3 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 4 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

1 week 1 day ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 5 days ago