FINANCIAL PLANNING

INDUSTRY NEWS

The Future of Financial Advice reform proposals are not retrospective, but there is confusion about the compulsory annual renewal notice that would enable clients to 'opt...

INDUSTRY NEWS

Increasing specialisation within the small companies fund sector is serving to offer more choices for retail investors....

INDUSTRY NEWS

The Federal Government has introduced legislation aimed at reducing the risks for superannuation funds that are investing using limited recourse loans....

INDUSTRY NEWS

Stephen Hart examines the recent introduction of ASIC's class order for retail bonds and considers what it means - and what is happening in parallel with its development....

INDUSTRY NEWS

Deborah Wixted takes a look at the Federal Budget changes to superannuation, taxation and social security and examines what it will mean for the clients of financial plan...

INDUSTRY NEWS

Insurance is not just about the numbers, says Col Fullagar. He explains why it is so important to get the claims dispute process right....

INDUSTRY NEWS

Former Opes Prime director Laurie Emini is facing further charges brought by the Australian Securities and Investments Commission (ASIC) relating to the collapse of the c...

INDUSTRY NEWS

Tax effective managed investment schemes (MISs) are a fundamentally flawed investment structure and represent a significant risk to consumers, and the Government must win...

INDUSTRY NEWS

BOQ has been ordered by the Queensland Supreme Court to disclose documents from two of its Townsville branches that are at the centre of a court case relating to Storm Fi...

INDUSTRY NEWS

As higher standards are imposed on financial services companies, a new report has revealed inconsistencies in the Government's approach to fraud across its own agencies....

INDUSTRY NEWS

Tower Limited has improved its profit in New Zealand despite a still spluttering funds management sector....

INDUSTRY NEWS

While there are obvious opportunities in emerging markets, fund managers have warned that investors not lose sight of opportunities in developed markets....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 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 6 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 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 3 days ago