FINANCIAL PLANNING

INDUSTRY NEWS

Five Oceans Asset Management has chosen Innovest Strategic Value Advisors, a rater of publicly held companies, to provide specialist research for its business....

INDUSTRY NEWS

The Financial Services community has welcomed the announcement by the Treasurer, Peter Costello clarifying the status of the proposed $150,000 annual cap on post-tax supe...

INDUSTRY NEWS

Changes in the investment environment, notably the growth of private equity and hedge fund investments, are likely to force financial services companies to rethink their ...

INDUSTRY NEWS

The directors of a company that operated 15 unregistered managed investment schemes have been banned in the Queensland Supreme Court for 10 years and eight years respecti...

INDUSTRY NEWS

The recent Federal Budget failed to address the growing retirement savings issue of longevity risk, placing the onus on advisers, policy makers and product providers to e...

INDUSTRY NEWS

Mortgage dealer group The Brokerage has raised the entry bar for its brokers with a new professional standards policy....

INDUSTRY NEWS

ASFA’s chief executive officer Philippa Smith has welcomed the superannuation proposals in last month’s Federal Budget as “radical, bold and far reaching”, while calling ...

INDUSTRY NEWS

A superannuation fund auditor who issued unqualified audit reports has given an enforceable undertaking to the APRA....

INDUSTRY NEWS

ASIC has filed an application in the Queensland Supreme Court seeking orders against an unregistered investment scheme being operated by Intertax Holdings....

INDUSTRY NEWS

Tandem Financial Advice has contracted consultants Strategic Consulting and Training and Encore Group to roll out its Advice Business Framework back and front-office supp...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 2 weeks ago

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

4 days 16 hours 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 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. ...

4 weeks 1 day ago