FINANCIAL PLANNING

INDUSTRY NEWS

Asgard has restructured its distribution team, with national distribution manager Lanie Conquest to depart the group....

INDUSTRY NEWS

A sustainable revenue model needs to focus on more than simply charging an hourly rate as it may result in strained client relationships, according to Brisbane accountanc...

INDUSTRY NEWS

Advisers are leaning more towards flat fees as they review their businesses and properly price their services, according to Elixir Consulting’s Sue Viskovic....

INDUSTRY NEWS

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

INDUSTRY NEWS

The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...

INDUSTRY NEWS

Fortnum Financial Group executive chairman Ray Miles has hit back at what some have perceived was an attack on the investment research team formerly employed by Genesys W...

INDUSTRY NEWS

AMP has provided further fodder against the NAB acquisition of AXA Asia Pacific, releasing consumer sentiment research that reveals an aversion to bank acquisitions....

INDUSTRY NEWS

Following a number of complaints about delays resulting from its administrative changes, the Australian Taxation Office says it is “still smoothing out some operati...

INDUSTRY NEWS

Dimensional has boosted its investment and compliance teams, recruiting Thomas Reif from JPMorgan and Rod Mair from BGI/BlackRock....

INDUSTRY NEWS

Australian Unity increases monthly withdrawal limit on mortgage funds....

INDUSTRY NEWS

Financial planners know what they want from a ratings house and the common starting point is quality research underpinned by user-friendliness. Mike Taylor reports....

INDUSTRY NEWS

Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....

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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