FINANCIAL PLANNING

INDUSTRY NEWS

Van Eyk Capital, the specialist agribusiness research arm of Van Eyk Research, has altered the pricing structure of its agribusiness report in response to intense industr...

INDUSTRY NEWS

ING has broadened the distribution of its Optimix funds in what is sure to be seen as a challenge to the relationship between ING’s soon-to-be funds management partner, t...

INDUSTRY NEWS

Research house InvestorWeb will phase out the purchase of raw data from Morningstar as it seeks to create its own, depriving the latter of a sizeable portion of its reven...

INDUSTRY NEWS

Chifley Financial Services has undergone a restructure under its new owners which has resulted in the departure of the financial planning general manager Peter Dawson....

INDUSTRY NEWS

Nearly a quarter of advisers are unsure what action was necessary to demonstrate they complied with Policy Statement (PS) 146 according to a recent survey on adviser prep...

INDUSTRY NEWS

Financial planners with fund manager relationships for master trust and wrap account functions could be doing more damage to the practice than good, according to Associat...

INDUSTRY NEWS

IntegraTec Training launched its new adviser training service today, OnTrack, an online continuing education solution for financial planners....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has called on planners to prepare and apply for the new financial services licence now instead of putting it o...

INDUSTRY NEWS

The Securities Commission has recommended that the New Zealand government should make significant changes to laws governing investment advisers....

INDUSTRY NEWS

The former chair of the Financial Planning Association’s (FPA) Canberra chapter has been jailed for up to six years for stealing funds from his clients in a failed attemp...

INDUSTRY NEWS

Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...

INDUSTRY NEWS

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....

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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 ...

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