FINANCIAL PLANNING

INDUSTRY NEWS

Lonsec’s 2005-2006 large cap international equity sector review has found the asset class experienced a qualitative improvement during the past 12 months....

INDUSTRY NEWS

The corporate watchdog has scored a win against failed property developer Westpoint, after it was given permission to question Westpoint managing director Norm Carey abou...

INDUSTRY NEWS

Russell Investment Group is urging investors to hold their nerve in the face of survey data revealing that Australian fund managers are becoming increasingly cautious abo...

INDUSTRY NEWS

While launching the Australian Bankers’ Association’s new online financial literacy program, chairman David Morgan said increasing the financial understanding of those wh...

INDUSTRY NEWS

A Plan for Life inflows survey has produced tangible evidence of the success of Avanteos’ strategic alliance with Goldman Sachs JBWere to provide administration services ...

INDUSTRY NEWS

Standard & Poor’s has awarded boutique fund manager Five Oceans’ first product offering, its international equities fund, a three star rating....

INDUSTRY NEWS

The Australian and New Zealand chartered accounting group CA Associates Australasia, which also offers financial planning services, has been re-branded and from July 1 wi...

INDUSTRY NEWS

The current minimum compensation arrangements applying to holders of an Australian Financial Services licence will continue to apply for another six months while the Gove...

INDUSTRY NEWS

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INDUSTRY NEWS

In a solid endorsement of the financial planning profession, the Institute of Actuaries of Australia has expressed its opinion that consumers are best served by consultin...

INDUSTRY NEWS

Mortgage Choice has discovered that more than one third of Australia’s property loan borrowers have no idea about the loan process, with a further 18.8 per cent purchasin...

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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 2 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 3 hours ago