FINANCIAL PLANNING

INDUSTRY NEWS

Treasury Group adopts a more active investment strategy to improve returns....

INDUSTRY NEWS

Financial planners are invited to have their say on the operations and performances of Australia's leading research and ratings houses....

INDUSTRY NEWS

The owners of small to medium enterprises are delaying their exit from the businesses because of continuing economic uncertainty....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has released guidance to clarify dispute resolution requirements for unlicensed carried over instrument (COI) ...

INDUSTRY NEWS

Thornton Group and Tulare Financial Planners merge their operations....

INDUSTRY NEWS

An education and research fund has slipped though the cracks in the imminent transition of market supervision from the Australian Securities Exchange (ASX) to the Austral...

INDUSTRY NEWS

Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....

INDUSTRY NEWS

Standard & Poor's Fund Services (S&P) has placed Challenger's three property funds and two Australian share funds 'on hold' following several major announcements by the c...

INDUSTRY NEWS

Aurora Funds expects to list on the Australian Securities Exchange (ASX) next week following its successful capital raising....

INDUSTRY NEWS

The corporate regulator has issued a warning to both listed and unlisted companies on creative and inadequate financial reports in the lead up to the reporting season, wi...

INDUSTRY NEWS

Law firm Slater & Gordon has moved in to represent Sonray clients, describing the failed Melbourne broking and advice house as another Opes Prime....

INDUSTRY NEWS

Delia Rickard takes control of the supervision of financial advisers while former FPA executive Gerard Fitzpatrick takes responsibility for investment managers and supera...

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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 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 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks ago