FINANCIAL PLANNING

INDUSTRY NEWS

Australian equities bounced back in May, regaining most of what they lost in April and keeping the S&P/ASX 300 above 20 per cent for the financial year to date....

INDUSTRY NEWS

The world’s five largest manage-the-manager investment houses, including National Australia Bank’s MLC, have seen their market share shrink rapidly in the past four years...

INDUSTRY NEWS

Genesys Wealth Advisers has won back $3 million compensation that it paid under the guise of Garrisons Financial Planning six years ago to clients burnt by the collapse o...

INDUSTRY NEWS

The boom in self-managed superannuation funds could soon end if experiences in the United States are repeated in Australia....

INDUSTRY NEWS

Even though they are yet to become law, the corporate regulator says it will generally accept the Federal Government’s proposed refinements to financial services legislat...

INDUSTRY NEWS

CPA Australia has made a number of recommendations designed to restrict statements of advice to ten pages, including production of an industry-wide booklet containing gen...

INDUSTRY NEWS

A former South Australian financial adviser who converted the proceeds of client cheques for his own use has been found guilty of fraud in the District Court of Adelaide....

INDUSTRY NEWS

National Australia Bank aims to profit from the trend for financial planners to become mortgage brokers and vice versa, launching a division which provides for the produc...

INDUSTRY NEWS

Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....

INDUSTRY NEWS

Following the Senate’s rejection of the Bill to abolish the superannuation surcharge on Wednesday, the Association of Superannuation Funds of Australia has called for sup...

INDUSTRY NEWS

MLC has joined the pre-choice rush to launch online retirement savings calculators....

INDUSTRY NEWS

Results of the Commonwealth Bank’s review of Colonial First State will be announced before the end of February, as dealer groups and researchers call for a refinement of ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

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

4 days 20 hours 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...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago