FINANCIAL PLANNING

INDUSTRY NEWS

Former Harts Australasia executive director Maxwell John Sweetman appeared in the Brisbane Magistrates Court today after being charged with two counts of insider trading....

INDUSTRY NEWS

The Financial Planning Association (FPA) has announced an overhaul of its education offerings, that will mean a ‘meatier’ education program focused on raising standards, ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has permanently banned a New South Wales investment adviser from providing any financial advice after he misap...

INDUSTRY NEWS

Financial services group Tower Australia will meet the Australian Securities and Investments Commission (ASIC) in court tomorrow after incorrect payments were made to its...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has banned a South Australian financial adviser from acting as a representative of a securities dealer or of a...

INDUSTRY NEWS

Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....

INDUSTRY NEWS

Advance Funds Management has had a number of its funds selected for inclusion on the BT SuperWrap platform and the new Symetry Portfolio Service....

INDUSTRY NEWS

Australian Skandia will launch a new corporate superannuation service targeting independent financial advisers through its bundled product Skandia One next month....

INDUSTRY NEWS

Independent consultancy group Grant Samuel has strongly backed Tower’s proposed recapitalisation strategy to issue existing major shareholder Guinness Peat Group (GPG) wi...

INDUSTRY NEWS

MLC Corporate Solutions has significantly bolstered its adviser support capabilities following the recent appointment of eight additional staff to its Workplace Solutions...

INDUSTRY NEWS

Challenger International’s shareholders have strongly approved a merger with CPH Investment Corporation today, as they voted to join the Kerry Packer backed company to ac...

INDUSTRY NEWS

Two former IWL executives, David Wright and David Smythe, have launched a new research consulting business - Zenith Investment Partners - six months after being dismissed...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 ...

5 months 4 weeks 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....

2 weeks 5 days ago

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

3 weeks 3 days ago

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

3 weeks 4 days ago