FINANCIAL PLANNING

INDUSTRY NEWS

With the value of the reverse mortgage market tipped to skyrocket to be worth $7 billion, an industry association has warned investors to beware of substandard products a...

INDUSTRY NEWS

Perth-based dealer group Western Pacific has purchased a considerable stake in listed financial planning company Snowball Financial, in a move that will give it a strateg...

INDUSTRY NEWS

Federal Government moves to cut the compliance burden on the financial planning industry could backfire, creating more questions than answers for advisers....

INDUSTRY NEWS

A former Mawson Securities authorised representative, Robert Pierre Macville, has been permanently banned from providing financial services after ASIC in June this year b...

INDUSTRY NEWS

Hopes that the introduction of choice of fund would boost business for financial advisers appear to have been dashed, with a new survey showing the majority of planners w...

INDUSTRY NEWS

The star of the FPA’s three new 30 second television commercials is a middle aged man with a mullet, in a bad jumper who goes by the name Dazza....

INDUSTRY NEWS

150,000 of fund manager ING Australia’s clients are to be reimbursed an average of just under $100 each after the discovery of unit pricing errors in their life insurance...

INDUSTRY NEWS

The financial services industry has been forced to shell out over $200 million to bring its workers up to speed with the educational qualifications required under the Fed...

INDUSTRY NEWS

An adviser who sought to encourage people into self-managed superannuation funds by helping them locate lost super accounts has been convicted in the Federal Court and or...

INDUSTRY NEWS

New AC Nielson research has found a marked fall in the number of Australians seeking professional investment advice over the past two years, even though client satisfacti...

INDUSTRY NEWS

An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...

INDUSTRY NEWS

Australian consumers’ increasing appetite for debt has prompted investment banking giant Macquarie Bank to release a booklet to help financial planners enable their clien...

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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 4 weeks ago

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

8 months ago

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

3 weeks ago

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

3 weeks 5 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 6 days ago