FINANCIAL PLANNING

INDUSTRY NEWS

Westpoint administrator PBB has predicted it will take years to complete its investigations into the failed developer....

INDUSTRY NEWS

Western Australian financial planning group Plan B Financial Services has joined giant US-based wealth management network Zero Alpha Group....

INDUSTRY NEWS

Liquidators have been appointed to wind up Westpoint Corporation following an application by ASIC to have the company shutdown on grounds of insolvency....

INDUSTRY NEWS

Property and tourism based funds manager MFS Group has reported an above expectations first half profit of $25.2 million, and signalled its intentions to dispose of a por...

INDUSTRY NEWS

Leading financial services industry figures involved in discussions regarding disclosure at the ASIC Summer School have agreed disclosure practices must be plainer and ea...

INDUSTRY NEWS

Asgard Wealth Solutions has lost another key figure from its distribution team with the departure of associate director of institutional business services Wes Gillett....

INDUSTRY NEWS

The corporate regulator remains enthusiastic about creating additional model Statements of Advice (SOAs), despite only a “mutedly positive” response to the initiative fro...

INDUSTRY NEWS

Boutique planning firm Capstone Financial Planning has cracked the Sydney market, recruiting a practice established by former RetireInvest assistant general manager David...

INDUSTRY NEWS

Advisers and consumers will soon have greater access to information about reverse mortgages as Sequal prepares equity release education standards for advisers, and ASIC l...

INDUSTRY NEWS

Managed investment scheme promoters who exploit the tax system will be open to civil penalties in the Federal Court if a new bill is passed....

INDUSTRY NEWS

ASIC has reiterated its intention to scrutinise the role of financial advisers in Westpoint’s failed mezzanine property lending products after the Federal opposition leve...

INDUSTRY NEWS

The FPA will resume its value of advice advertising campaign, with Dazza and his well-intentioned yet dubious quality financial advice set to return to television screens...

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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 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 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks ago