FINANCIAL PLANNING

INDUSTRY NEWS

Genesys Wealth Advisers is expecting to appoint a new managing director to replace Ray Miles from outside of the firm in the very near future....

INDUSTRY NEWS

Coin software will now help support three of Australia’s four banking pillars, with ANZ yesterday announcing it had signed a contract with the Macquarie Bank-owned adviso...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has sought assistance from investors and advisers whose clients face losses resulting from Westpoint’s failed ...

INDUSTRY NEWS

In a rare move, Aviva Australia has given an insight into its financial performance by announcing a 31 per cent rise in pre-tax profits of $160 million for 2005....

INDUSTRY NEWS

Katherine Cramsie has been named the winner of this year’s Paraplanner of the Year Award, following her win as state finalist for New South Wales....

INDUSTRY NEWS

Much of the value of having a research house rate a financial product comes in the way of their perceived independence and their ability to offer a completely objective v...

INDUSTRY NEWS

Complaints by consumers against financial planners plummeted yet again in 2005 according to the industry’s chief complaints resolutions service, which has also just won a...

INDUSTRY NEWS

Financial planners who want to attract and retain Australia’s most affluent clients will have to develop their expertise in giving charitable advice, a new study has foun...

INDUSTRY NEWS

The Financial Planning Association is concerned draft legislation designed to prevent the financing of terrorism is too prescriptive, could impose too high a cost on fina...

INDUSTRY NEWS

The Federal Government has attacked the Australian Labor Party's (ALP) announcement of a six-point strategy underlying the superannuation policy it will take to the next ...

INDUSTRY NEWS

Challenger-owned dealer group Genesys Wealth Advisers is looking to Australia’s high school students to find the next generation of financial planners....

INDUSTRY NEWS

Ausbil Dexia and Tyndall Investment Management have replaced Investors Mutual and Schroder Investment Management Australia on OptiMix Investment Management’s panel of Aus...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

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

1 week 5 days 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...

3 weeks 5 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 3 days ago