FINANCIAL PLANNING

INDUSTRY NEWS

Zurich Financial Services Australia has introduced income protection that provides cover for people who plan to work up until the age of 70....

INDUSTRY NEWS

The Finance Sector Union (FSU) has welcomed the Commonwealth Bank's (CBA's) move to collectively bargain with it, reflecting the wishes of CBA employees - with a draft ag...

INDUSTRY NEWS

While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...

INDUSTRY NEWS

Stephen Hart compares the riskiness of equities in relatively 'good' and 'bad' times, and argues that bonds have a place in every balanced portfolio....

INDUSTRY NEWS

The Credit Ombudsman Service Limited has emerged as a competitor to the Financial Ombudsman Service (FOS)....

INDUSTRY NEWS

As the election campaign heats up, the Opposition is positioning itself as the defender of the interests of small-business financial advisers amid regulatory upheaval - b...

INDUSTRY NEWS

Master trusts have outperformed industry funds in the year to June 2010, but only for the second time in the past decade, according to latest figures from Chant West....

INDUSTRY NEWS

Several super fund experts at an ASFA briefing in Melbourne have questioned the relevance of intra-fund advice, claiming that the public demand for personal advice was gr...

INDUSTRY NEWS

AXA Asia Pacific Holdings chief executive Andrew Penn has acknowledged the impact of continuing uncertainty around the proposed sale of his company....

INDUSTRY NEWS

ASIC has advised that issuers of structured products must better outline counterparty risk and the costs investors might encounter if they terminate or redeem a product b...

INDUSTRY NEWS

Commonwealth Bank of Australia has revealed both its funds under advice and management slipped in the June quarter, but FirstChoice flows and in-force insurance premiums ...

INDUSTRY NEWS

Former high profile motivational speaker Christopher Koch was sentenced to 13 years and two months jail for obtaining around $2.9 million by deception....

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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