FINANCIAL PLANNING

INDUSTRY NEWS

The ASIC/ACA survey reflected the reality that our industry and profession is undergoing a process of dumbing down, says Rob Keavney....

INDUSTRY NEWS

If you have a web site, demand that your web designer give you the access code....

INDUSTRY NEWS

A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...

INDUSTRY NEWS

Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....

INDUSTRY NEWS

Why do some global managers hear music, and others just noise, when playing the international equities market? Glenn Poswell reports....

INDUSTRY NEWS

Equity markets still have some way to go before they reach long term positive territory. Jason Spits looks at the hurdles that lie ahead....

INDUSTRY NEWS

The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...

INDUSTRY NEWS

Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....

INDUSTRY NEWS

The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...

INDUSTRY NEWS

Melbourne-based accountant and planning aggregator, Investor Group, has picked up another business of the Stockford group after announcing yesterday it had acquired the l...

INDUSTRY NEWS

The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...

INDUSTRY NEWS

The Commonwealth Bank group has purchased Avanteos and will roll out the platform provider’s systems across its three dealer groups in a deal struck last week....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week ago

So we are now underwriting criminal scams?...

6 months 1 week 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 ...

4 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...

3 weeks 6 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day 23 hours ago