FINANCIAL PLANNING

INDUSTRY NEWS

A new financial literacy training program was launched in Melbourne today with the unveiling of Money for Life – Money 101....

INDUSTRY NEWS

Coin Software has dealt another blow to its competitors in the highly competitive adviser software market after striking a deal with Goldman Sachs JBWere Private Clients ...

INDUSTRY NEWS

The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...

INDUSTRY NEWS

The widely anticipated acquisition of St. George-owned Assirt Research by Standard and Poor’s was given a mixed reception by the market last week with opinions on the dea...

INDUSTRY NEWS

The Commonwealth Bank of Australia has moved to fence off its exclusive right over the retail distribution of 452 Capital, revealing yesterday that it was negotiating to ...

INDUSTRY NEWS

The Australian Securities and Investments Commission, for the first time ever, has released super fund performance data aimed at providing members with reasonable expecta...

INDUSTRY NEWS

Perpetual Trustees has been given the green light by Irish authorities to kick off its new Dublin-based global equities business, with the go-ahead coinciding with today’...

INDUSTRY NEWS

Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...

INDUSTRY NEWS

Perth-based dealer firm Western Pacific Financial Group will become almost exclusively owned by its collective of financial advisers after divesting two group holdings to...

INDUSTRY NEWS

Women continue to be at a significant disadvantage to their male counterparts when it comes to superannuation, according to financial planning firm Bridges....

INDUSTRY NEWS

The Federal Government will kick off the multi-million dollar awareness campaign surrounding choice of superannuation fund in April....

INDUSTRY NEWS

Balanced funds that were overweight in Australian shares performed best last month, as the ‘January effect’ lifted the local bourse but passed over the US and Japanese ex...

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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 2 weeks 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....

6 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 6 days ago

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

1 week 4 days ago