FINANCIAL PLANNING

INDUSTRY NEWS

AMP shares took a further beating in trading this morning, falling more than 9 per cent or 44c to record lows of $4.31, following the leak of a draft audit report in the ...

INDUSTRY NEWS

AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...

INDUSTRY NEWS

BNP Paribas Securities Services, a wholly owned subsidiary of BNP Paribas, is now offering its Investment & Performance Reporting (IRP) service in Australia and New Zeala...

INDUSTRY NEWS

Perpetual Trustees managing director Graham Bradley’s final result in the top job has not disappointed shareholders, delivering the group’s eighth year of increased profi...

INDUSTRY NEWS

The financial services sector has broadly welcomed today’s release by the Australian Securities and Investment Commission (ASIC) of a modelling template for fee disclosur...

INDUSTRY NEWS

Platform provider Asgard Capital Management has struck an alliance with E*Trade Australia to allow it to integrate an online share trading service within its wrap product...

INDUSTRY NEWS

AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...

INDUSTRY NEWS

The Financial Planning Association (FPA) has criticised the Australian Competition and Consumer Commission’s (ACCC) Public Liability and Professional Indemnity Insurance ...

INDUSTRY NEWS

Financial planners, clients and ASIC are focusing on how financial planners price their services. Which way is the best way to go? Robert Keavney reports....

INDUSTRY NEWS

Insurer Rural & General Insurance Broking has attracted more regulatory attention, this time from the Australian Securities and Investments Commission (ASIC), over concer...

INDUSTRY NEWS

Macquarie Portfolio Services is set to offer more investment options on its Wrap Solutions platform after passing $7 billion in funds under administration (FUA)....

INDUSTRY NEWS

Wesfarmers is privy to and concurs with UK-based Edward Lumley Holdings (ELH) attempts to sell off Lumley Life prior to the Perth group’s planned purchase of the Lumley G...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months 1 week ago

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

8 months 1 week ago

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

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 6 days ago