FINANCIAL PLANNING

INDUSTRY NEWS

Following extensive market consultation, Standard & Poor’s has launched two, new, real-time sector-specific indices in the Australian market, the S&P/ASX 300 Metals and M...

INDUSTRY NEWS

The Australian Financial Services Group’s move to become a fully independent dealer group has proved to be an additional catalyst for growth, with 18 new financial planni...

INDUSTRY NEWS

The global asset management industry has, and will continue to change dramatically from what it was five years ago, according to Credit Suisse vice chair Robert Parker....

INDUSTRY NEWS

Recent events such as the Westpoint collapse are a reminder that the risk chain in the financial services industry is only as strong as its weakest link, according to a s...

INDUSTRY NEWS

The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...

INDUSTRY NEWS

AMP Financial Planning’s director of advice-based distribution Steve Helmich has stepped aside as chairman of the FPA’s professional standards and ethics committee while ...

INDUSTRY NEWS

Expectations of reduced returns from Australian listed property compared with previous years have fuelled greater interest in global and hybrid property investment produc...

INDUSTRY NEWS

Investors should not look at investment styles in isolation, as the categorisation of managers was not intended to put one style forward at the exclusion of the other, ac...

INDUSTRY NEWS

The chairman of the Australian Securities and Investments Commission, Jeffrey Lucy, has reiterated that it will not be imposing its views with respect to the fee-for-serv...

INDUSTRY NEWS

Underlying hot topics like the commissions debate, Australia’s insurance gap and compliance is the need to boost consumer confidence and reinforce the value of advice, ac...

INDUSTRY NEWS

The Macquarie Financial Services Group has selected nine funds out of a group of 30 to add to the investment menu of its flagship platform product Macquarie Wrap Solution...

INDUSTRY NEWS

The founding principal of AQR Capital Management, the new international equities alliance partner of BT Financial Group , feels the ‘tech bubble’ experienced by world equ...

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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...

1 week 6 days 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 1 day ago

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

3 days 4 hours ago