FINANCIAL PLANNING

INDUSTRY NEWS

The promoter of an illegal early release superannuation scheme has been ordered to forfeit property valued at over $5 million to the Commonwealth as a result of charges b...

INDUSTRY NEWS

Transparency represents the key to the fee-for-service versus commissions debate, according to a survey of financial advisers conducted by Zurich Australia....

INDUSTRY NEWS

The WHK Group (WHK) has retained Inspector Compliance to provide compliance services....

INDUSTRY NEWS

AMP Financial Planning does not expect to determine immediately the effect of its enforceable undertaking to the corporate regulator, but has put procedures in place to r...

INDUSTRY NEWS

Deutsche Asset Management has moved to further expand its retail profile, with the launch of the Deutsche Monthly Income Plus Fund – a diversified fixed income fund cater...

INDUSTRY NEWS

The Supreme Court of Queensland has declared that an unregistered managed investments scheme has operated in breach of the Corporations Act....

INDUSTRY NEWS

AMP Capital Investors has temporarily opened its Structured High Yield Fund to retail investors to celebrate the institutional fund reaching a milestone $1 billion in FUM...

INDUSTRY NEWS

Mariner Financial today announced an off-market takeover of Mariner Retirement Solutions (MRS), the latest step in its initiative to acquire assets and distribute interes...

INDUSTRY NEWS

The Financial Planning Association (FPA) has made a change to the activities it deems acceptable for its practitioner members to fulfil their continued professional devel...

INDUSTRY NEWS

Perth-based dealer group Wealthsure has licensed a new planning practice established by the son of Ian Bristow, who earlier this month put Melbourne planning firm Money M...

INDUSTRY NEWS

MULTI-boutique manager Advance Asset Management has announced that its Advance Global Alpha Fund is now available on Macquarie Wrap and ING’s PortfolioOne....

INDUSTRY NEWS

Praemium Limited has foreshadowed further expansion into the UK through a partnership with Argenta Private Capital Limited....

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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....

4 days 13 hours ago