FINANCIAL PLANNING

INDUSTRY NEWS

Platforms are taking a bigger slice of the investment value chain than they deserve, according to the head of asset management at Equity Trustees, Shaun Manuell....

INDUSTRY NEWS

The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....

INDUSTRY NEWS

The Financial Planning Association has warned financial planners that, like physicians, they have an ethical obligation to consider whether professional intervention is w...

INDUSTRY NEWS

The Australian Securities and Investments Commission is tightening disclosure requirements for non-standard margin lending facilities such as those once offered by Opes P...

INDUSTRY NEWS

If there were well known stories about the value of advice, the political battles that the financial planning industry faces might be easier, according to Financial Wisdo...

INDUSTRY NEWS

The Financial Planning Association has reported an increase in the number of complaints about advisers failing to let go of clients wishing to leave a practice....

INDUSTRY NEWS

DKN Financial Group believes the proposed ban on commissions and volume-based rebates will not affect the fees it receives under its existing distribution contracts with ...

INDUSTRY NEWS

Management expense ratios (MERs) are a “crude instrument” for measuring costs and should not be used in isolation, according to Zenith Investment Partners hea...

INDUSTRY NEWS

The Commonwealth Bank has announced its intention to roll out a retail bond offering....

INDUSTRY NEWS

Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....

INDUSTRY NEWS

Bendigo and Adelaide Bank is preparing to launch a new low-cost investment platform, Trinity³, which the group said would be unconstrained by the legacy issues facin...

INDUSTRY NEWS

Deutsche Bank has announced that Chum Darvall will step down as CEO for Australia and New Zealand from 1 March, 2011, to be replaced by executive chairman John Macfarlane...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

4 weeks 1 day ago