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FINANCIAL PLANNING
INDUSTRY NEWS
A business set up by the CBA to take equity stakes in boutique financial planning groups has been shut down after only one year....
INDUSTRY NEWS
Australian Unity members have taken the first steps in the demutualisation process by voting to allow the matter to be put to members....
INDUSTRY NEWS
Australian superannuation fund returns remained in positive territory through August, driven by good returns from both domestic and international equities, according to t...
INDUSTRY NEWS
Tasmanian financial planner Brendan Moore could still escape criminal conviction when he is sentenced by a Federal judge on November 2, even though he pleaded guilty to t...
INDUSTRY NEWS
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
INDUSTRY NEWS
There is a great deal of focus on the Australian Securities and Investments Commission’s (ASIC) requirements in regards to statements of advice (SOAs). Complying with the...
INDUSTRY NEWS
It is my experience that the most common complaint arises from a misreading of the client. And isn’t it always the case that nobody complains about good secure returns bu...
INDUSTRY NEWS
Sealcorp’s Assirt software brand is to be phased out as it becomes integrated into its practice management and transaction reporting software service, adviserNET....
INDUSTRY NEWS
Confirming intentions it flagged last month, Macquarie Bank has launched an Australian Stock Exchange listed fund of media companies through which it aims to raise almost...
INDUSTRY NEWS
A group of the Federal Government’s own backbenchers is urging it to cut taxes on superannuation, with some calling for even more radical changes, such as allowing younge...
INDUSTRY NEWS
IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....
INDUSTRY NEWS
THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...