FINANCIAL PLANNING

INDUSTRY NEWS

What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) was prompted to create an example statement of advice (SOA) in response to the Federal Government paper Refine...

INDUSTRY NEWS

“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...

INDUSTRY NEWS

Fund manager Fidelity Investments Australia is posting a free practice management tool to thousands of adviser mailboxes to get greater brand awareness with the Australia...

INDUSTRY NEWS

The Financial Planning Association’s looming $3 million consumer advertising campaign won’t be a tit-for-tat style counter punch against the industry superannuation fund’...

INDUSTRY NEWS

Australian Unity Financial Planning has added three more practices to its network as it rolls out a new business model....

INDUSTRY NEWS

After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...

INDUSTRY NEWS

Australian Unity has boosted profits on the back of growing funds under management as it edges closes to a decision on a possible demutualisation....

INDUSTRY NEWS

RetireInvest is on the road to recovery following recent adviser losses, with the dealer group recruiting three new proprietors to boost its franchise numbers to 87 with ...

INDUSTRY NEWS

Capstone Financial Planning has opened its first New South Wales office in Newcastle after recruiting two former Matrix advisers....

INDUSTRY NEWS

Risk-taking investors in the superannuation funds field were most handsomely rewarded in 2004-05, according to research released by Intech today....

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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 3 weeks ago

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

2 weeks 2 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 1 day ago

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

3 weeks 2 days ago