FINANCIAL PLANNING

INDUSTRY NEWS

It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...

INDUSTRY NEWS

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INDUSTRY NEWS

Just weeks after it lost two of its key executives to rival Financial Wisdom, IOOF-owned dealer group Winchombe Carson has sought to bolster its executive team....

INDUSTRY NEWS

The Federal Government has used its new found majority in the Senate to pass legislation abolishing the superannuation surcharge, effectively neutralising the objection o...

INDUSTRY NEWS

In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...

INDUSTRY NEWS

The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...

INDUSTRY NEWS

A new index which tracks the performance of companies with the highest standards of corporate and social responsibility has outperformed more mainstream investment indexe...

INDUSTRY NEWS

An Adelaide-based managed investment scheme that allegedly owes at least 78 investors about $56 million has been placed in receivership by order of the Federal Court....

INDUSTRY NEWS

Superannuation payouts for retirees could rise by as much as 25 per cent within the next 20 years, but the Federal Government must first commit to a program of rigorous e...

INDUSTRY NEWS

A Queensland man, who allegedly operated a high-yield investment scheme and used it to dishonestly obtain $270,000, has appeared in court on seven charges brought by ASIC...

INDUSTRY NEWS

Fledgling boutique fund manager Quest Asset Partners has been appointed by Russell Investment Group to manage about $35 million for its Russell Australian Shares Aggressi...

INDUSTRY NEWS

A 15 planner-strong dealer group specialising in advising school teachers is the next of a recent spate of advisory businesses to badge Aviva’s Navigator platform....

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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 2 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....

1 week 4 days 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...

3 weeks 5 days ago

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

2 weeks 2 days ago