FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Securities and Investments Commission has announced that it will be developing a policy aimed at making it easier to undertake buy-backs of interest in lis...

INDUSTRY NEWS

Two men who allegedly enticed people to enter into margin loan arrangements have been committed to stand trial in the NSW District Court following an investigation by the...

INDUSTRY NEWS

BT has added a gearing tool to its Wrap platform, prompted by a record 45 per cent growth in its margin lending loan book to $3.5 billion as of June 30, this year....

INDUSTRY NEWS

A new Sydney-based boutique funds management group called Pinnacle Investment Management has been established by Wilson HTM Investment Group and will be headed up by form...

INDUSTRY NEWS

Perennial emerged as the stand-out performer within the IOOF Group, increasing wholesale funds under management by 50.2 per cent to $15.4 billion, according to IOOF chief...

INDUSTRY NEWS

After an extensive consultation period with industry bodies and other stakeholders, the Government has announced the final version of its Plan to Simplify and Streamline ...

INDUSTRY NEWS

Financial planners without an understanding of how equity release and reverse mortgage products work could be ignoring this section of the industry at their own peril, ac...

INDUSTRY NEWS

Macquarie Adviser Services has warned financial advisers to look behind the offer of high interest rates when considering whether to recommend cash management products....

INDUSTRY NEWS

The volatility of interest rates and international and domestic currencies is set to rise over the next year as the global economy feels the effect of the impending incre...

INDUSTRY NEWS

The Australian Securities and Investments Commission has imposed limited bans on two former Macquarie Equities brokers for beaches of their licence conditions....

INDUSTRY NEWS

Shadow Minister for Superannuation Nick Sherry has called for more detail on the Government’s Budget superannuation changes before responding to the latest challenge from...

INDUSTRY NEWS

DKN Financial Group has acquired a minority stake in Adelaide-based self-licensed financial planning firm, Tulare Financial Planners....

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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 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 3 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 1 hour ago