FINANCIAL PLANNING

INDUSTRY NEWS

Section 912A of the Corporations Act and section 47 of the National Consumer Credit Act 2009 articulate the legislative beliefs about the core standards that a financial ...

INDUSTRY NEWS

Amid falling expense ratios and growing competition, delegates at the Morningstar Investment Conference questioned the viability of some ETF products and the logic of inv...

INDUSTRY NEWS

The founders of Sonray Capital Markets have been grounded while investigations into the advice firm's collapse continue....

INDUSTRY NEWS

Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...

INDUSTRY NEWS

Trust Company is seeking to be appointed as the replacement responsible entity for 10 Trio Capital managed investment schemes....

INDUSTRY NEWS

The founder and chief executive of the India Equities Fund, John Pereira, has exited the company as part of its wind down....

INDUSTRY NEWS

The Australian Taxation Office was required to give assistance to the Far North Queensland city of Cairns this year following a number of financial crises hitting the reg...

INDUSTRY NEWS

AMP is launching a pilot walk-in retail financial planning centre in Sydney western business district Parramatta....

INDUSTRY NEWS

Portfolio administrator Praemium is launching a new virtual wrap product that is aimed at assisting planners transitioning from commission-based remuneration to fees for ...

INDUSTRY NEWS

Standard & Poor's has placed a 'sell' rating on the AXA Wholesale Global Equity Core Fund, as AXA Rosenberg's founder and head of research step down amid controversy over...

INDUSTRY NEWS

Platform provider netwealth has negotiated cheaper insurance premiums with AIA Australia as part of the renewal of a three-year contract and a broader insurance review....

INDUSTRY NEWS

The Coalition’s proposal to extend protections against unfair contract terms to small businesses may be counterproductive, according to the Australian Bankers’ Associatio...

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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 3 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....

2 weeks 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...

4 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 5 days ago