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FINANCIAL PLANNING

INDUSTRY NEWS

Financial services class actions are firmly back on the agenda after a ‘brief reprieve’ in recent years, reporting a 69 per cent rise in 2023, with crypto and ESG matters...

INDUSTRY NEWS

A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational weal...

INDUSTRY NEWS

Iress has announced a partnership with financial services career provider Striver to encourage new graduates and career changers into the financial advice industry....

INDUSTRY NEWS

Ethical considerations fall down the list in terms of priorities for consumers seeking financial advice when there is a pessimistic economic environment, according to the...

INDUSTRY NEWS

In a never-ending saga, the case management hearing to settle on the final sum for the AMP BOLR class action has been delayed for the third time....

INDUSTRY NEWS

The corporate regulator has permanently banned a Queensland-based adviser from providing any financial services. ...

INDUSTRY NEWS

Money Management explores which actions the Financial Services and Credit Panel is taking when it considers the outcomes of cases. ...

INDUSTRY NEWS

Reacting to the Compensation Scheme of Last Resort levy, the FAAA said another levy in addition to the existing ASIC levy will drive advice firms out of business. ...

INDUSTRY NEWS

Five years after the firm went into liquidation, ASIC has cancelled the Australian financial services licence of troubled investment firm Endeavour....

INDUSTRY NEWS

The development of a broad array of innovative products should not be first priority for the industry when it comes to retirement and could drive up the cost of financial...

INDUSTRY NEWS

What has happened in the financial advice space over the 100 days since Minister for Financial Services, Stephen Jones, announced the government’s final response to the Q...

INDUSTRY NEWS

The Compensation Scheme of Last Resort has determined the estimates for the first and second levy periods, including the proportion payable by financial advisers, ahead o...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

6 days 17 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 6 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 1 day ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

4 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks ago