FINANCIAL PLANNING

INDUSTRY NEWS

The grim days of the global financial crisis may have passed, but, as Benjamin Levy reports, there is sufficient uncertainty about sovereign debt and the pace of economic...

INDUSTRY NEWS

Mark Thomas argues that financial planners must convince their spooked clients that index management and term deposits are the wrong strategy....

INDUSTRY NEWS

Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....

INDUSTRY NEWS

New APRA analysis reveals precisely how many funds sought regulatory relief on liquidity grounds....

INDUSTRY NEWS

The United States Congress has voted to pass a Wall Street reform bill that will "bring greater economic security to families and businesses across the country", US Presi...

INDUSTRY NEWS

A lack of finance access for small businesses may have potentially harmful consequences on the growth of the Australian economy....

INDUSTRY NEWS

The make-up of the board of the Financial Planning Association (FPA) is not adequately representative of practising financial planners, according to recently resigned FPA...

INDUSTRY NEWS

The Government has seriously misread the major issues relating to financial advice, according to the chief executive of the Association of Financial Advisers (AFA), Richa...

INDUSTRY NEWS

The average Australian active fund manager failed to outperform the index after fees over the past financial year....

INDUSTRY NEWS

The latest research from AAG paints the picture of a sector on its knees, with investor numbers, projects on offer and funds raised all significantly down compared to the...

INDUSTRY NEWS

Sydney-based boutique financial planning firm Financial Spectrum has launched a financial planning practice start-up and training program aimed at developing advisers out...

INDUSTRY NEWS

BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...

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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 4 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 5 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 2 days ago