FINANCIAL PLANNING

INDUSTRY NEWS

Queensland-based property and funds management group Cromwell Corporation increased assets under management by a stellar 86 per cent last financial year to $1.37 billion....

INDUSTRY NEWS

Australian permanent residents looking to transfer pension assets from the UK can receive the double benefit of new transfer laws passed overseas and new Australian super...

INDUSTRY NEWS

A company specialising in providing funds to body corporates, Strata Finance, has entered into an affiliation arrangement with MFS Limited under which MFS will become its...

INDUSTRY NEWS

BT Financial Group has entered a strategic partnership with US specialist fund manager Voyager Funds Management, which recently entered the Australian market....

INDUSTRY NEWS

Financial services group First Capital Group will acquire 19.9 per cent of business and wealth creation coaching firm Empowernet Digital....

INDUSTRY NEWS

Australia continues to suffer from an underinsurance problem, with the business sector being just as exposed as ordinary consumers, according to survey data released this...

INDUSTRY NEWS

The ALP has declared its intention, if successful in gaining government next year, to establish a taskforce with a view to making Australia the financial services hub for...

INDUSTRY NEWS

Consistency of service and a broader lifestyle focus for clients are crucial for financial planners in the current marketplace, according to Matthew Lock, managing direct...

INDUSTRY NEWS

Former Perth Chapter chairman Julie Matheson has responded to her removal from the position by the Financial Planning Association’s national board last week by announcing...

INDUSTRY NEWS

Corporate superannuation funds have been warned that they need to upgrade their member education and build better relationships with financial planners or face membership...

INDUSTRY NEWS

One of Australia’s largest industry superannuation funds, Equipsuper, has argued that the Government should amend the sole purpose test applying to superannuation fund tr...

INDUSTRY NEWS

Boutique fund manager Contango is paying a special dividend for its ASX-listed MicroCap fund....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 1 week 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 1 day ago

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

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

5 days 12 hours ago