FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Planning Association has sent a clear signal that it sees no problem with the Certified Financial Planner designation remaining inextricably linked to membe...

INDUSTRY NEWS

Financial advisers and superannuation fund trustees can be exposed to legal risk from disgruntled fund members and clients if investment returns fail to reflect the perfo...

INDUSTRY NEWS

ASIC chairman Tony D'Aloisio has defended the role of the regulator arguing it is neither resourced nor legislatively enabled to prevent losses or failures....

INDUSTRY NEWS

The Financial Planning Association is committed to financial services industry reform, regardless of whether the current Government is in place after the Federal Election...

INDUSTRY NEWS

The AAG Agri Index rose by 7.9 per cent in the last financial year, underperforming the All Ords, which recorded a 9.6 per cent increase....

INDUSTRY NEWS

S&P places Morgan Stanley's FX Alpha Funds 'on hold' as uncertainty surrounds their future....

INDUSTRY NEWS

The S&P Australian equity large-cap sector report shows increased volatility in the sector enhanced opportunities for outperformance, although some managers also found th...

INDUSTRY NEWS

Standard & Poor's Fund Services has placed the seven funds in Navigator's pre select range 'on hold' after the 1 July announcement that MLC Investment Management had repl...

INDUSTRY NEWS

Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...

INDUSTRY NEWS

AXA Asia Pacific has confirmed a solid 9.25 cents per share dividend at the same time as flagging strongly improved full-year results....

INDUSTRY NEWS

NAB and BNY Mellon consider asset servicing joint venture....

INDUSTRY NEWS

ING's move to create a new global emerging markets boutique has resulted in the placement of its Global Emerging Markets Fund 'on hold'....

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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