FINANCIAL PLANNING

INDUSTRY NEWS

Fund managers will find it increasingly difficult to generate returns for their investors, and larger, more established managers are likely to be the ones struggling to p...

INDUSTRY NEWS

Industry, government and corporate superannuation funds have been included for comparison in an updated version of a Mercer Investment Consulting superannuation fund asse...

INDUSTRY NEWS

Tim Pooley has stepped into the hot seat at large infrastructure and alternative investment manager Hastings Funds Management, taking over from group founder Mike Fitzpat...

INDUSTRY NEWS

The credibility of the financial planning industry will once again be put under the microscope following the release of a report which claims advisers are overwhelmingly ...

INDUSTRY NEWS

The long-running dispute between Morningstar and its former Australian managing director Graham Rich has taken an unusual twist, with Rich putting the local arm of the gl...

INDUSTRY NEWS

ASIC has expanded its compliance team, with Carole Ferguson joining in the new position of director, institutional and wholesale compliance....

INDUSTRY NEWS

Investors have been warned to look more closely at underlying asset allocations as well as performance rankings when comparing superannuation funds....

INDUSTRY NEWS

The abolition of the superannuation surcharge for higher income earners is likely to lead to the demise of personal contributions to superannuation funds in favour of sal...

INDUSTRY NEWS

The profitability statistics produced by Business Health are based on responses to their HealthCheck program. This is a web-based diagnostic tool designed to allow practi...

INDUSTRY NEWS

The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...

INDUSTRY NEWS

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INDUSTRY NEWS

Aviva Australia and listed financial services conglomerate, Wide Bay Australia, have collectively acquired a controlling stake in a boutique Queensland dealer group, Fina...

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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