FINANCIAL PLANNING

INDUSTRY NEWS

Insurance information website The Risk Store and the Investment and Financial Services Association are both compiling comprehensive claims data regarding risk insurance....

INDUSTRY NEWS

Financial planners are now an accepted part of the superannuation industry, according to a survey conducted by Money Management’s sister publication, Super Review....

INDUSTRY NEWS

HINDAL Securities recently launched an alternative investment vehicle based on historic Australian currency....

INDUSTRY NEWS

LIFE Settlements offers retail investors an alternative asset that leverages life insurance plans in a completely new way....

INDUSTRY NEWS

THE ability to forge a focused strategy going forward has been an upshot of RCM Capital Management’s recent decision to withdraw from the Australian equities market, acco...

INDUSTRY NEWS

As a business grows and enters the next stage of development it is typically seeking ways to differentiate its service and streamline its operations, all within the conte...

INDUSTRY NEWS

The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...

INDUSTRY NEWS

For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...

INDUSTRY NEWS

The $350 million Cromwell Property Fund (CPF) has been added to a number of investment platforms and products following the activation of a limited monthly withdrawal fac...

INDUSTRY NEWS

The Federal Opposition has provided a boost to the financial planning industry, with Shadow Treasurer Wayne Swan telling the Investment and Financial Services Association...

INDUSTRY NEWS

SuperRatings has used the results of its latest eligible retirement fund (ERF) review to call for a tougher regulatory stance on fees and disclosure documentation relatin...

INDUSTRY NEWS

Investment professional member body the CFA Institute believes its member base located in emerging economies will play an integral part in improving compliance and ethica...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

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

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

3 days 1 hour ago