FINANCIAL PLANNING

INDUSTRY NEWS

Kirsty Dullahide explains why in times of uncertainty, a diversified portfolio will continue to serve the needs of clients....

INDUSTRY NEWS

Fixed income has performed well during 2010 and investors are certainly starting to sit up and take notice, according to Damon Taylor....

INDUSTRY NEWS

While the results of the Federal Election have finally been decided, the future of Labor's proposed changes to financial advice and superannuation remain uncertain. Lucin...

INDUSTRY NEWS

A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....

INDUSTRY NEWS

Industry funds to become major players in the provision of financial advice....

INDUSTRY NEWS

Tarrants was not the only financial planning firm to recommend clients invest in the Astarra Strategic Fund, and those recommendations were made following sound due dilig...

INDUSTRY NEWS

New Assistant Treasurer and Minister for Financial Services Bill Shorten has given a fleeting insight into how he believes the Government will need to navigate policy thr...

INDUSTRY NEWS

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

INDUSTRY NEWS

With the issue of the nation's Government seemingly settled for now, FoFA reforms and Cooper Review recommendations will likely go ahead en masse, according to according ...

INDUSTRY NEWS

Big industry fund Club Plus has set up an in-house financial planning service backed by Mercer....

INDUSTRY NEWS

A national advertising campaign to be run by AXA Asia Pacific over the next fortnight seeks to make a silver lining out of the ACCC’s blocking of its proposed marri...

INDUSTRY NEWS

Adviser resistance is contributing to the slow adoption of responsible investment (RI) strategies, according to Mercer’s member services and advice leader Jo-Anne B...

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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