FINANCIAL PLANNING

INDUSTRY NEWS

BT Portfolio Services has rolled out a low cost wrap vehicle aimed at lower net worth retail investors with a limted range of investments and reduced fees increasing the ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has lifted the interim stop order placed on Absolute Capital’s Yield Strategies Fund on Tuesday....

INDUSTRY NEWS

The National/MLC has maintained their number one place in market share for a second successive quarter in the competitive master trust/wrap account market despite being t...

INDUSTRY NEWS

The financial services industry has delivered a mixed response to the Federal Budget, with one association lambasting the Government for “walking away” from Australia’s r...

INDUSTRY NEWS

A convicted executive has had his sentence upheld in the High Court following the dismissal of an appeal against five charges of fraud made by the Australian Securities a...

INDUSTRY NEWS

Alternative asset manager Absolute Capital has moved swiftly to allay fears over one of its funds having an interim stop order placed on it by the Australian Securities a...

INDUSTRY NEWS

Lazard Asset Management has announced a number of senior appointments after restructuring elements of its management team in a bid to enhance its client servicing capabil...

INDUSTRY NEWS

Financial planning education and training provider IntegraTec has launched a new office in Perth, while relocating its Melbourne offices....

INDUSTRY NEWS

Count Financial has weighed in on heated industry debate over whether accountants should be able to provide advice on superannuation fund structures without an Australian...

INDUSTRY NEWS

Research conducted by the Australian Stock Exchange (ASX) has found that managed funds are still the leading investment vehicle for advisers despite the fact that many ar...

INDUSTRY NEWS

AMP Financial Planning has announced a $5 million package to support its financial planners, who are said to be suffering due to a slated split between AMP’s Australian a...

INDUSTRY NEWS

Australian Liberal Party Senator John Watson has criticised the financial planning industry, labelling it one of the significant weaknesses in Australia’s superannuation ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

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

3 weeks ago

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

3 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

4 weeks ago