FINANCIAL PLANNING

INDUSTRY NEWS

Fiducian has upgraded its FORCe financial planning software it says will improve efficiency in a fee-for-service era....

INDUSTRY NEWS

New model portfolio capability is one of further improvements that will lead to a new generation wrap, according to Macquarie Wrap....

INDUSTRY NEWS

Infocus Money Management has grown its Queensland footprint with the addition of EKO Financial....

INDUSTRY NEWS

After recently settling its class actions against Glenhurst Corporation and State Trustees, the Australian Securities and Investments Commission (ASIC) has reached its si...

INDUSTRY NEWS

With few regulatory hurdles in the way, AMP is expected to announce a renewed bid for AXA AP....

INDUSTRY NEWS

Industry funds push virtue of intra-fund advice over “limousine service” full advice model....

INDUSTRY NEWS

A Sydney stockbroker has been banned after investigations found he had engaged in market manipulation and misleading and deceptive conduct, although he can continue to wo...

INDUSTRY NEWS

It is the changed perception of risk, rather than risk tolerance that altered investor behaviour following the global financial crisis, according to Paul Resnik, the co-f...

INDUSTRY NEWS

Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...

INDUSTRY NEWS

Dealer Group Advisers director Andrew Wheeler points to research that suggests the Government has overestimated the level of volume rebates received by advisers, and whet...

INDUSTRY NEWS

New research suggests platforms delivered more to help planners through the global financial crisis than their dealer groups....

INDUSTRY NEWS

Man Investments Australia has introduced daily liquidity for its Man AHL Alpha fund, which could previously only be traded weekly....

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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 2 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 4 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...

3 weeks 5 days ago

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

2 weeks 2 days ago