FINANCIAL PLANNING

INDUSTRY NEWS

Centric Wealth has announced that it is merging its business with boutique firm InvestAhead....

INDUSTRY NEWS

Westpac Financial Planning has now completed the implementation of its advisory administrative tool known as the Leading Edge Advice Platform....

INDUSTRY NEWS

A national survey of over 500 financial advisers conducted at a recent life risk roadshow by Zurich Financial Services Australia has found the reason behind the underinsu...

INDUSTRY NEWS

The Australian Prudential Regulation Authority has amended its general insurance prudential framework to be consistent with the International Financial Reporting Standard...

INDUSTRY NEWS

Unsecured creditors associated with the failed Westpoint related Ann St Mezzanine project are set to recoup some of their money in the scheme after the liquidators handli...

INDUSTRY NEWS

Distressed debt is one prospective growth area within the private equities space identified by Standard & Poor’s latest asset allocation report....

INDUSTRY NEWS

The perception of fee-for-service based remuneration structures being synonymous with full upfront payment is causing added confusion in the fees versus commissions debat...

INDUSTRY NEWS

A Gold Coast superannuation adviser has been jailed for two years for his role in a superannuation rollover benefits scheme....

INDUSTRY NEWS

Count has introduced a mortgage referrals business to support its planners and accountants, buying the services of a team of five disaffected Lawfund employees to do so....

INDUSTRY NEWS

With the growing popularity of Asian investments, ASrIA Hong Kong executive director Melissa Brown has warned investors to spend time on research before committing their ...

INDUSTRY NEWS

Wealth management software provider Xplan has added risk analysis and analytics to its service package with its acquisition of PlanTech Consulting for $15 million....

INDUSTRY NEWS

Aviva has signalled it is on the acquisition trail with a senior appointment to look after future deals....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 1 week ago

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

7 months 2 weeks ago

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

4 days 7 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago