FINANCIAL PLANNING

INDUSTRY NEWS

Adelaide Bank has established an independent board of directors and appointed a new executive for Adelaide Managed Funds as part of an ongoing strategy to diversify the e...

INDUSTRY NEWS

The latest Deloitte Global Security Survey has found the Asia Pacific region (APAC), excluding Japan, to be lagging behind the rest of the world when it comes to measures...

INDUSTRY NEWS

Cannex has combined its insurance research and quotation tool with the Statements of Advice preparation tool offered by real services to create an all-in-one insurance de...

INDUSTRY NEWS

The corporate regulator has banned two Melbourne directors associated with an unregistered managed investment scheme from providing financial services for three years....

INDUSTRY NEWS

Growth in the number of high-net-worth individuals in Australia has trumped the global average, according to a recently released global wealth report....

INDUSTRY NEWS

A new award for financial planners has demonstrated the value of professional financial advice, according to the Financial Planning Association...

INDUSTRY NEWS

Synaptic Systems has selected Australian portfolio administration provider Praemium to offer separately managed accounts and general wrap services in the United Kingdom....

INDUSTRY NEWS

Celebrating the first anniversary of its acquisition by Macquarie Adviser Services, Coin Software has announced it is planning further enhancements to benefit its clients...

INDUSTRY NEWS

International research and ratings house Morningstar has acquired Aspect Huntley....

INDUSTRY NEWS

A quote in the media by an AMP Financial Planning official that industry funds are “opaque” threatens to reignite a war of words between Industry Funds Services and the d...

INDUSTRY NEWS

Property funds management group First Capital has signalled its intentions to buy Sovereign Capital, a Gold Coast-based construction lending business, for a purchase pric...

INDUSTRY NEWS

Boutique Australian equities manager Hyperion Asset Management’s entry into the wholesale arena has been strengthened with the news it has been awarded a $230 million man...

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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 1 day ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

17 hours 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 4 days ago