FINANCIAL PLANNING

INDUSTRY NEWS

Nearly half of Australian financial planners expect their practices to be adversely affected by the Government’s proposed annual opt-in provisions for ongoing adviser ser...

INDUSTRY NEWS

Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...

INDUSTRY NEWS

New platform deals to combat a potential removal of volume rebates will simply create a less transparent environment for investors....

INDUSTRY NEWS

Financial Index Australia has nabbed Canberra-based firm Civic Financial Planning from Securitor....

INDUSTRY NEWS

The lack of clarity about the Future of Financial Advice reforms may be hampering investment in processes and infrastructure, but it hasn't necessarily affected growth, a...

INDUSTRY NEWS

The Administrative Appeals Tribunal has upheld ASIC's banning of Citigroup Wealth Advisers broker Roberto Gerald Catena from providing financial services for five years, ...

INDUSTRY NEWS

As banks reduce their lending following the global financial crisis, new investment opportunities in mezzanine debt funds are being created, according to Mercer's researc...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) to get phone tapping and other intercept powers as the Government moves to clamp down on insider trading....

INDUSTRY NEWS

Cromwell Group has moved to acquire Orchard Funds Management....

INDUSTRY NEWS

Financial Planning Association (FPA) chair Julie Berry has defended the association's board conventions and protocols in light of a public protest issued by one of its fo...

INDUSTRY NEWS

Lonsdale practices restructure in pursuit of cost savings....

INDUSTRY NEWS

Deborah Koromilas yesterday resigned from her position of executive leader for financial advisers with the Australian Securities and Investments Commission....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago