FINANCIAL PLANNING

INDUSTRY NEWS

Professional Investment Services will next week finalise a deal to take an equity stake in a Malaysian financial planning practice, and is poised for further expansion ac...

INDUSTRY NEWS

AXA Australia will pay an extra $10 million to members of its staff superannuation fund, after complaints from employees lead to an investigation by both the Australian S...

INDUSTRY NEWS

A former responsible officer of Goldman Sachs JBWere subsidiary Invia Custodian has been permanently banned from providing financial services for misappropriating company...

INDUSTRY NEWS

Australia’s march toward having $1 trillion in managed funds continues, with $838.7 billion being amassed as at March 31....

INDUSTRY NEWS

IWL’s plan to take full control of rival online broker JDV has failed, after the deal was blocked by two of JDV’s major shareholders....

INDUSTRY NEWS

The Association of Superannuation Funds of Australia (ASFA) has called for smooth passage of the Bill to abolish the unpopular superannuation surcharge, which was introdu...

INDUSTRY NEWS

Navigator has introduced a free online system which it claims will help employers administer payments to different employee super funds when choice begins on July 1....

INDUSTRY NEWS

452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....

INDUSTRY NEWS

UK insurer Aviva has finally acted on adviser demand for ‘baby’ platforms, and will release a simplified, low cost version of Navigator called Navigator Access....

INDUSTRY NEWS

Two international fund managers are increasing their presence in Australia with Acadian Asset Management and Colonial First State forming a joint venture, and AXA Rosenbe...

INDUSTRY NEWS

The Australian Securities and Investments Commission has revised its policy statement PS176 to make it easier for wholesale foreign financial services providers to operat...

INDUSTRY NEWS

Listed insurance broker and financial planning firm, OAMPS, has softened the impact of a court win against it by National Australia Bank, by agreeing to remain a customer...

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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 1 week ago

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

2 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...

2 weeks 2 days ago

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

3 weeks 5 days ago