FINANCIAL PLANNING

INDUSTRY NEWS

Responding to the new pension income rules, MLC has released two different pension products that give clients access to their superannuation and pension funds via a singl...

INDUSTRY NEWS

QBE Insurance has told underwriters it has ceased quoting on new business for professional indemnity (PI) insurance to financial planners as a result of the collapse of A...

INDUSTRY NEWS

Once deemed too expensive and complex, structured products are shedding their mystique as they become more appealing to investors in times of peaking markets. In many cir...

INDUSTRY NEWS

John Wilkinson investigates the future viability of annuities after new tax treatment rules are implemented by Government on September 20....

INDUSTRY NEWS

It could be argued that hedge funds are no longer considered an alternative investment, rather they are an alternate way of investing in traditional assets....

INDUSTRY NEWS

At a time when financial planners seem beset by criticism from many sides, Robert Keavney argues it is a particularly worthwhile and satisfying career....

INDUSTRY NEWS

The Federal Government’s changes to the rules surrounding termed allocated pensions may present some planners with challenges, writes JOHN WILKINSON....

INDUSTRY NEWS

Professional Investment Services (PIS) is evaluating a number of potential acquisitions in North America following the successful integration of its Canadian operation....

INDUSTRY NEWS

BT Financial Group has enhanced the ease of use of its BT Wrap platform by allowing data from financial planning software packages Xplan and VisiPlan to be automatically ...

INDUSTRY NEWS

Coin Financial Planning Software has acquired a 50 per cent stake in back-office financial planning software provider Olicc....

INDUSTRY NEWS

The Financial Literacy Foundation has launched its first booklet aimed at improving indigenous financial literacy programs....

INDUSTRY NEWS

Colonial First State Global Asset Management (CFSGAM) has partnered with property development and services company CRI Australia to launch a series of unlisted closed-end...

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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 18 hours ago