FINANCIAL PLANNING

INDUSTRY NEWS

A new opt-in superannuation contribution program combining psychology and economics to overcome human behaviours such as apathy and procrastination has been announced by ...

INDUSTRY NEWS

The WHK group has begun its push to grow its financial services activities in the Sydney market via internal and external means, with the opening of a Prescott Securitie...

INDUSTRY NEWS

A legal loophole that allowed the funnelling of money into superannuation to defeat creditors will be closed under changes announced by the Federal Attorney General and t...

INDUSTRY NEWS

System enhancements and strong adviser support have been the reasons given for Macquarie Wrap bringing in $1.5 billion in net inflows during the last quarter....

INDUSTRY NEWS

Planners would benefit from greater education about separately managed accounts according to the head of a leading financial services company boosting its involvement in...

INDUSTRY NEWS

A Newspoll survey commissioned by the Investment and Financial Services Association has found Australians in general still need to improve their levels of financial liter...

INDUSTRY NEWS

Commission-based remuneration for planners has been scrapped under the restructuring and renaming of Bendigo Bank’s financial planning arm, Bendigo Investment Services (B...

INDUSTRY NEWS

Companies such as NAB moving towards a fee-for-service model for financial advisers risk losing some of their more entrenched planners with the strongest client relations...

INDUSTRY NEWS

The Supreme Court of New South Wales has further extended orders preventing the sole director of Palentia, formerly known as Kebbel, from disposing of his assets and leav...

INDUSTRY NEWS

The corporate regulator has shed light on how it exercises its discretionary power when granting relief from financial services provisions of the Corporations Act....

INDUSTRY NEWS

The resource sector is only halfway through its cycle so investors can expect to enjoy a further three to five years of good returns, according to LinQ Capital managing d...

INDUSTRY NEWS

Asgard Wealth Solutions has changed the name of its planned financial planning and practice management software package to AdviserNETGain, ditching the working title of T...

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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 13 hours ago