FINANCIAL PLANNING

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...

INDUSTRY NEWS

First State Investments has made the first official move to establish a presence in China, with its Chinese funds management venture lodging an application with the Chine...

INDUSTRY NEWS

AMP’s Australian Financial Services (AFS) division yesterday attempted to placate institutional investors in light of recent negative market sentiment surrounding its de-...

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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 4 days 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 ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago