FINANCIAL PLANNING

INDUSTRY NEWS

Retail investors should ask more questions before putting their money into a structured product, beginning with whether they are being paid enough to take the associated ...

INDUSTRY NEWS

MLC has appointed Lisa Boyce as head of its ThreeSixty Research team in a bid to enhance its service to advisers....

INDUSTRY NEWS

This morning’s 0.25 per cent interest rate rise by the Federal Reserve Bank would place further pressure on homeowners’ ability to make ends meet, according to broker Mor...

INDUSTRY NEWS

A leading Australian reverse mortgage specialist has announced a raft of product changes to its home equity release product aimed at expanding uptake by seniors....

INDUSTRY NEWS

Challenger Financial Services has restructured its corporate reporting system to reflect the activities of its funds management and financial planning businesses (includi...

INDUSTRY NEWS

A fantastic investment team was the reason given by AMP Capital Investors for appointing Perennial Real Estate as a manager of its Future Directions Property Fund....

INDUSTRY NEWS

Financial advisers need to minimise the risks associated with their practices in order to realise the highest value for their businesses when looking at succession planni...

INDUSTRY NEWS

Between 12 and 15 financial planning groups are to proceed with a class action against Challenger Financial Services Group over the collapse of its Challenger Howard Prop...

INDUSTRY NEWS

Despite two years having passed since the introduction of the Financial Services Reform Act, the majority of advisers still struggle to accept the requirements relating t...

INDUSTRY NEWS

This is your last opportunity to save up to $330 off your FPA 2006 National Conference registration. Early Bird registrations close today – Friday, July 28 – and won’t be...

INDUSTRY NEWS

Westpac Financial Planning has embarked on a recruitment campaign involving advertising, education, an internal awareness program, and longer-term career path preparatio...

INDUSTRY NEWS

AMP Financial Planning has given the Australian Securities and Investments Commission an enforceable undertaking relating to the provision of superannuation switching adv...

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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 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 5 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....

2 days 18 hours ago