FINANCIAL PLANNING

INDUSTRY NEWS

eJobs Recruitment Specialists has noted a 5.5 per cent drop in national advertised roles in the financial planning industry in the three months to October 31, with job lo...

INDUSTRY NEWS

BTIM nominates adviser space as a point for expansion....

INDUSTRY NEWS

Price sensitivity and consumer awareness of the need to protect against trauma are the two primary issues affecting the uptake of trauma insurance in Australia, according...

INDUSTRY NEWS

More than two years after the cracks in Storm Financial’s advice model began to show, the Financial Planning Association (FPA) has expelled director Emmanuel Cassim...

INDUSTRY NEWS

Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...

INDUSTRY NEWS

Asteron has eliminated mandatory personal medical attendant reports (PMARs) for all types of cover and increased financial underwriting requirements across all products....

INDUSTRY NEWS

Former authorised representative of FTL Financial Advice, Neil Francis Dodd, has been jailed for eight years for fraud following an ASIC investigation....

INDUSTRY NEWS

BT Financial Group has appointed Jane Watts as general manager of Westpac Private Bank, following the departure of Jan Swinhoe....

INDUSTRY NEWS

Treasury Asia Asset Management has appointed Kenneth Wan to its investment team....

INDUSTRY NEWS

Increasing demand for income-seeking strategies has led Russell Investments to launch two income-based multi-manager funds....

INDUSTRY NEWS

The Future of Financial Advice reforms will see the end of commissions and the introduction of fee-for-service for planners. Mike Taylor hosts a roundtable to discuss wha...

INDUSTRY NEWS

Fidelity Asia Fund's David Urquhart explains why Asia is better positioned than the US or Europe for the introduction of new international banking rules....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

5 months 4 weeks 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 ago

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

3 weeks 5 days ago

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

3 weeks 6 days ago