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FINANCIAL PLANNING
INDUSTRY NEWS
Mariner has become the latest group to push into the burgeoning reverse mortgage market, announcing today it would offer retirees the opportunity to borrow up to $1 milli...
INDUSTRY NEWS
Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....
INDUSTRY NEWS
Global fund managers WestAM and Mellon Financial have announced plans to merge some of their operations into a 50:50 joint venture, in a move that will give Mellon a much...
INDUSTRY NEWS
Accountancy giant Deloitte has released a web-based anti-money laundering tool, which it says will only cost financial planners the price of a hamburger....
INDUSTRY NEWS
Financial planners are losing a significant portion of their business to technology as the use of online stock brokers skyrockets....
INDUSTRY NEWS
A growing interest in alternative investments and structured products by financial planners has led Aegis Equities Research to expand its specialist team....
INDUSTRY NEWS
Having already bought a couple of Australian radio stations, Macquarie Bank has more media assets in its sights, announcing today that it intends to list a new fund on th...
INDUSTRY NEWS
Financial planning groups have been given the chance to break down any barriers preventing them from pushing into the American financial services market as part of negoti...
INDUSTRY NEWS
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
INDUSTRY NEWS
Former Sydney City Councillor Kathryn Greiner will step down as chair of the FPA after one year at the top of the industry body....
INDUSTRY NEWS
The advantages Scamseek adds to the Australian Securities and Investment Commission’s (ASIC) efforts to track web scams and illegal financial schemes are best illustrated...
INDUSTRY NEWS
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
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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...