FINANCIAL PLANNING

INDUSTRY NEWS

Financial planners are invited to submit their entries for this year’s Financial Planner of the Year Award....

INDUSTRY NEWS

Colonial First State (CFS) has completed its plan for its new Institute of Advice, the design and implementation of which will be rolled out in phases in the first half o...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) is facing pressure to report on its use of an extensive set of data collected from the financial services indu...

INDUSTRY NEWS

Zurich expanded its underwriting teams in Victoria and NSW with the appointments of Shireen Dixon, Maha Raslan, Simon Cranley and Charles Harris....

INDUSTRY NEWS

452 Capital equities analyst Nathan Parkin has left to join Perpetual Investments....

INDUSTRY NEWS

Four equity funds from AMP, AXA and Clime were placed in the ‘fallen angels’ category by Standard & Poor’s fund rating trends summary for the first ...

INDUSTRY NEWS

A number of financial planning firms have made claims regarding outstanding commission payments they believe they are owed for recommending Trio Capital products – which ...

INDUSTRY NEWS

The Financial Planning Association has warned its members on a number of bad advice hotspots, while also expelling one of its members....

INDUSTRY NEWS

The global financial crisis (GFC) was perhaps a male crisis that could have had a softer landing if there were more women in the banking and finance sector, according to ...

INDUSTRY NEWS

Listed software company Bravura Solutions has rejected a takeover offer from an unnamed bidder, which it said undervalued the firm....

INDUSTRY NEWS

The All Star KFM Income Fund is reducing its fees by 25 per cent following a restructure away from a fund of fund structure to an investment mandate structure, the compan...

INDUSTRY NEWS

AMP chief executive Craig Dunn has warned against what he sees will be permanent damage to competition in the wealth management market if National Australia Bank’s ...

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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 3 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 4 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 1 day ago