FINANCIAL PLANNING

INDUSTRY NEWS

High-net-worth (HNW) investors are looking for increased investment opportunities following the global financial crisis (GFC), with exchange traded funds, commodities fun...

INDUSTRY NEWS

The Financial Ombudsman Service has upheld four complaints against advisers for directing clients to establish SMSFs and then invest in high-risk real estate managed inve...

INDUSTRY NEWS

The Treasury has provided further clarity on how salaried bank financial advisers will be dealt with as part of the proposed Future of Financial Advice reforms. The refor...

INDUSTRY NEWS

More than half of the financial planning practices surveyed by Centurion Market Makers have already transitioned to an explicit fee-for-service or asset-based fee model....

INDUSTRY NEWS

Chris Bowen has released draft legislation today to help put an end to below-value unsolicited share offer scams....

INDUSTRY NEWS

Recent Federal Court decisions have reasserted the powers of ASIC to disqualify company directors who have failed to fulfil their responsibilities....

INDUSTRY NEWS

Equities & Freeholds (EQF) has announced its 25 per cent owned financial planning and wealth management arm, Incito, will increase its equity holding in Altitude Private ...

INDUSTRY NEWS

The changes taking place in the industry mean business development managers (BDMs) will need to be able to talk about more than just product, according to ING Australia....

INDUSTRY NEWS

AMP's new consolidated super offering will make it easier for advisers to retain clients, but will also make it easier for clients to get by without the services of an ad...

INDUSTRY NEWS

Property funds manager Cromwell Group has resolved to acquire two assets from its unlisted Cromwell Property Fund (CPF) as well as extend its existing debt facility with ...

INDUSTRY NEWS

New Macquarie research reveals the degree to which boutique practices have turned to risk to maintain revenue....

INDUSTRY NEWS

The advice industry needs to improve its efforts in exposing rogue advisory practices if it is to avoid taking any more collective hits to its reputation....

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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 1 week 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 5 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 4 days ago