FINANCIAL PLANNING

INDUSTRY NEWS

New analysis released by UBS Wealth Management has revealed what is at stake and who stands to win and lose from the weekend’s election....

INDUSTRY NEWS

New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...

INDUSTRY NEWS

Asgard has launched a custodial shares solution through its eWRAP Investment, which adds clients’ equities information to their other investments on the same platfo...

INDUSTRY NEWS

Australian investors may be uncertain about the future but the election has proved no impediment to their activity....

INDUSTRY NEWS

The five-year ban of a former Citigroup Wealth Advisers broker has been upheld following an unsuccessful appeal to the Federal Court in Perth....

INDUSTRY NEWS

Credit Union Australia (CUA) has appointed Jason Murray to the newly created head of products role, while Julie Taylor has been named new state manager for New South Wale...

INDUSTRY NEWS

There is a definite future for non-aligned dealer groups in a changing financial services environment that will present opportunities for consolidation and the acquisitio...

INDUSTRY NEWS

Administration service and efficiency is the number one thing that advisers would like their platform provider to improve, while cost and remuneration models came in at s...

INDUSTRY NEWS

Both the Government and elements of the industry are demanding the Government produce a comprehensive policy on superannuation....

INDUSTRY NEWS

AMP Capital opens New York office as it steps up pursuit of global mandates....

INDUSTRY NEWS

Blue Sky Private Equity has launched a $50 million EC2010 PE Fund for the small to medium enterprise (SME) space....

INDUSTRY NEWS

Sentry Group has announced its Better Business initiative to help its advisers and practice managers improve their processes and operational programs....

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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 2 weeks ago

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

1 week 2 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 3 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 ago