FINANCIAL PLANNING

INDUSTRY NEWS

The Wilson HTM group is set to stay on the acquisition trail it started with the purchase of BNP Paribas’ Australian asset management business, confirming it is currently...

INDUSTRY NEWS

Crest Financial Services is the result of a successful merger of three specialist planning practices. BARBARA MESSER looks at why they were finalists in this year’s Telst...

INDUSTRY NEWS

Rising prices and changes to product design are front of mind in the risk insurance industry, JOHN WILKINSON found....

INDUSTRY NEWS

Truth in advertising may be a contradiction in terms, but that has not stopped the Australian Securities and Investments Commission (ASIC), which last week released a pap...

INDUSTRY NEWS

Disability and trauma claims are still dogging the risk insurance industry, writes JOHN WILKINSON....

INDUSTRY NEWS

The life insurance industry has continued with its moves to become more profitable and the news is good for planners. JASON SPITS examines what senior executives are plan...

INDUSTRY NEWS

PLATFORM provider Coreinvest has taken competition in the investment platform market to new heights, offering cash payments to financial planners....

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

Leading investment house Salomon Smith Barney (SSB) has found itself caught up in the Australian Securities and Investment Commission’s (ASIC) ongoing crackdown on disclo...

INDUSTRY NEWS

Coles Myer has decided to outsource its 14,700 member superannuation fund to the Mercer Superannuation Trust, while incumbent investment adviser InTech Financial Services...

INDUSTRY NEWS

Investors are more pessimistic about the current share market outlook than financial advisers, although both have growing expectations of a bear market, according to the ...

INDUSTRY NEWS

IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....

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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 4 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 5 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 2 days ago