FINANCIAL PLANNING

INDUSTRY NEWS

Lonsdale Financial Group has increased its existing dealer group base to 79 practices and 174 planners by signing up three new planning practices and one risk insurance a...

INDUSTRY NEWS

A desire to give its 400 financial planners access to a web-based service has prompted Genesys Wealth Advisers to sign Xplan and drop VisiPlan as its advisory software pr...

INDUSTRY NEWS

The regulator’s position on adviser remuneration has been questioned by the Federal opposition, who have implied that the watchdog did not have an adequate understanding ...

INDUSTRY NEWS

Swedish-owned platform provider Skandia has been acquired by South African financial services giant Old Mutual....

INDUSTRY NEWS

Three Victorian financial planners have been awarded $800,000 in damages against IOOF in a court case over the sale of the company’s building society to Bendigo Bank in 1...

INDUSTRY NEWS

MLC has launched a new version of its MasterKey platform that contains no commissions, aimed at supporting advisers who conduct the majority of their business on a fee-fo...

INDUSTRY NEWS

A number of companies connected with an unregistered management investment product are now the subject of Federal Court restraining orders following legal action by the A...

INDUSTRY NEWS

Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...

INDUSTRY NEWS

The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...

INDUSTRY NEWS

PlanTech is adding the final touches to a web-based service that will automatically populate the Generic Personal Statement, a document that standardises the way informat...

INDUSTRY NEWS

Aviva has boosted its range of life insurance products by being the first organisation in Australia to offer access to diagnosis and review of critical illnesses from a p...

INDUSTRY NEWS

The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....

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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....

2 weeks 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...

4 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 weeks 5 days ago