FINANCIAL PLANNING

INDUSTRY NEWS

BT Financial Group’s investment platform, BT Wrap, has launched its model portfolio enhancements, hoping to increase functionality and help advisers with cost and a...

INDUSTRY NEWS

Bridges Financial Services is set to launch two new investment plans in its established portfolio service platform aimed at providing solutions for the less active client...

INDUSTRY NEWS

MSCI Australia has launched a competitor Australia 200 index as well as a high dividend yield index as it seeks to provide more domestic offerings....

INDUSTRY NEWS

Infocus Money Management is about to launch enhanced online capabilities of its financial planning software, part of a multi-million dollar investment in its IT infrastru...

INDUSTRY NEWS

Legislative changes mean ASIC may lift the compensation cap from $500,000 to $1 million....

INDUSTRY NEWS

The submission deadline for entries to the Money Management Financial Planner of the Year Award 2010 has been extended....

INDUSTRY NEWS

Law firm Slater & Gordon has welcomed the start of the ANZ Storm resolution scheme....

INDUSTRY NEWS

ASIC has permanently banned an AMP Financial Planning authorised representative after being notified by the company....

INDUSTRY NEWS

US based asset manager TCW has recently completed a goodwill tour of Australia to promote US fixed income investing, but concedes that Australian investors may be just as...

INDUSTRY NEWS

Australia should use its trading clout with China to force Chinese companies to become more socially responsible, according to the chief executive officer of Global Curre...

INDUSTRY NEWS

The FPA has launched an online education tool designed to help planners through the early trust building phase of a client relationship....

INDUSTRY NEWS

Allegations of breaches of corporate confidentiality have been made against AXA-owned dealer group Genesys Wealth Advisers by the former chair of its National Advisory Co...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 3 weeks ago

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

7 months 3 weeks ago

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

1 week 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks ago

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

2 weeks 4 days ago