FINANCIAL PLANNING

INDUSTRY NEWS

Making better financial decisions throughout your life can bring dramatic benefits to personal wealth, a new study by a UK think tank has found....

INDUSTRY NEWS

Hybrid infrastructure funds, comprising a mixture of listed and unlisted stocks, represent a strong market opportunity for retail investors, according to Challenger Finan...

INDUSTRY NEWS

Property owners have cooled on the idea of withdrawing housing equity to finance personal expenditure, a report from the Reserve Bank of Australia has found....

INDUSTRY NEWS

The Financial Planning Association wants to develop a co-regulatory approach with the Australian Securities and Investments Commission, but is prepared to do more in term...

INDUSTRY NEWS

Changes to UK pension laws have highlighted the importance of Australian financial advisers for those transferring money from overseas, the technical head of a leading fi...

INDUSTRY NEWS

Equities don’t always outperform other asset classes, time diversification is a worthless concept and market timing is necessary and expected, according to Ken Solow, chi...

INDUSTRY NEWS

Financial planners are not asking enough questions in their fact-find sessions with clients and this is resulting in them not understanding the true picture of a client’s...

INDUSTRY NEWS

Tower Australia Limited has continued down the outsourcing track, appointing State Street Corporation to provide unit registry services, unit pricing and custodial functi...

INDUSTRY NEWS

Corporate superannuation has emerged as a stand-out performer for AMP in its half-year results with the big financial services house announcing a 220 per cent increase in...

INDUSTRY NEWS

Abstract Long...

INDUSTRY NEWS

Equity Trustees is to act as responsible entity for a new wholesale AXA Rosenberg global equities fund....

INDUSTRY NEWS

Fund manager Hunter Hall International has sought to lock in its investment team by implementing an equity plan capable of seeing the portfolio managers emerge with more ...

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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 8 hours ago