FINANCIAL PLANNING

INDUSTRY NEWS

AUSTRALIAN financial advisers have been warned they risk exposure to charges of mis-selling and consequent legal action if they underestimate or fail to address the compl...

INDUSTRY NEWS

The latest KPMG Insurance Industry Survey has predicted that 2002 will be a tough year for the life insurance industry, due mainly to weakening equity markets causing inv...

INDUSTRY NEWS

Two Melbourne men associated with the failed Lifestyle property group have been sentenced to a total of seven years jail after pleading guilty to charges brought by the A...

INDUSTRY NEWS

Clients are engaging in a courting process when seeking a financial adviser that mirrors dating and are essentially after a long term relationship similar to marriage, ac...

INDUSTRY NEWS

AustChoice Financial Services has reported a 51 per cent rise in revenues to report a pre-tax profit of $4 million....

INDUSTRY NEWS

Former RetireInvest financial planner Glen Smyth has launched a new software product which could abandon the need for those in the lower end of the superannuation savings...

INDUSTRY NEWS

Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...

INDUSTRY NEWS

The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...

INDUSTRY NEWS

To gear or not to gear, that is the question. PRUE MOODIE and JOHN WILKINSON went in search of some answers....

INDUSTRY NEWS

THE FORMAL takeover of BT by Westpac will leave the new entity with two margin lending operations....

INDUSTRY NEWS

It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...

INDUSTRY NEWS

The former investment services group executive at the St George Bank, Richard Cawsey, has resigned as a director of the troubled accounting and financial planning consoli...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 2 weeks ago

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

7 months 3 weeks ago

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

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

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

2 weeks 1 day ago