FINANCIAL PLANNING

INDUSTRY NEWS

Despite the introduction of choice legislation and the abolishment of the hugely unpopular superannuation surcharge, the Australian superannuation industry is still far f...

INDUSTRY NEWS

Fewer people are willing to change superannuation funds now than before the introduction of choice, but almost one in four of those who do switch appear headed for an ind...

INDUSTRY NEWS

Deutsche Asset Management, Platinum Asset Management and Alliance Bernstein have made some hard ground on the industry superannuation playing field, while Fidelity Invest...

INDUSTRY NEWS

In what represents the first fall-out resulting from a recent senior departure from Portfolio Partners, Asset Super has decided to move its $28.2 million Australian equit...

INDUSTRY NEWS

Capacity constraints have forced Challenger Financial Services to shut down the small cap fund it bought off HSBC Asset Management (HSBCAMA) only four months ago and open...

INDUSTRY NEWS

Assets run by employee-owned funds managers rose by 33 per cent to reach $100 billion over 2004-05, research has revealed....

INDUSTRY NEWS

Australian Wholesale Funds Marketing is planning to apply for a retail licence to enable it to offer two overseas funds to advisers and platforms....

INDUSTRY NEWS

Research has confirmed the Chinese market offers strong prospects for financial planners with a nationwide study revealing 63.59 per cent of consumers in China sought adv...

INDUSTRY NEWS

Product issuers no longer have to include general advice warnings in advertisements that provide generic financial advice, and planners may soon be relieved from having t...

INDUSTRY NEWS

The corporate regulator’s 12-page example SOA has been welcomed by the FPA, but criticised by the Federal Opposition for still being too long....

INDUSTRY NEWS

Consumers would receive a rebate to help pay for financial advice on superannuation under a proposal that has been put to the Federal Government by a key banking lobby gr...

INDUSTRY NEWS

The FPA has denounced harsh criticism of its highly anticipated $3 million advertising campaign by the AIA as hastily constructed, ill-informed and biased....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks 1 day ago

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

2 weeks 5 days ago