FINANCIAL PLANNING

INDUSTRY NEWS

Parliamentary secretary to the treasurer Chris Pearce has stated that he intends to make further refinements to the Financial Services Reform Act over the next 12 months....

INDUSTRY NEWS

Prospectus issuers and their advisers have failed to fully meet Corporations Act disclosure requirements to provide “clear, concise, and effective” prospectuses according...

INDUSTRY NEWS

Most asset consultants add enough value to justify the fees they charge, according to the latest research on the sector published by actuarial firm, Rice Walker....

INDUSTRY NEWS

The Senior Australian Equity Release Association of Lenders (SEQUAL) was formed early last year in order to set voluntary codes of conduct for its member organisations – ...

INDUSTRY NEWS

The ACA has called for greater prudential control over unsecured investments following the winding up of two Westpoint mezzanine finance companies, and warned investors o...

INDUSTRY NEWS

Increasing domestic consumption, export demand from China and the United States, and company profits are expected to fuel an already burgeoning Japanese economy according...

INDUSTRY NEWS

BT Financial-owned dealer group Magnitude has recruited its first practice, following its launch in August last year....

INDUSTRY NEWS

The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....

INDUSTRY NEWS

Younger members of superannuation funds are more likely to switch funds than more mature aged members under the new choice regime, according to Mercer Wealth Solutions’ S...

INDUSTRY NEWS

Bluestone Equity Release has added a capped for life variable interest rate loan to its EquityTap range of reverse mortgage products, said to be the first capped variable...

INDUSTRY NEWS

Sixteen planning practices in the Financial Wisdom network have entered a program of business coaching and consulting through the dealer group’s Enterprise 121 operation,...

INDUSTRY NEWS

ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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 4 weeks ago

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

2 weeks 4 days ago

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

3 weeks 2 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 3 days ago