FINANCIAL PLANNING

INDUSTRY NEWS

Private Equity firm Pacific Equity Partners (PEP) has made its first move into retail financial services after investing in wrap account and master trust group Oasis Asse...

INDUSTRY NEWS

Chase Ord Minnett has offloaded its Ord Minnett Strategic Investments (OMSI) subsidiary less than three months after the $200 million takeover of Ord Minnett by Chase Man...

INDUSTRY NEWS

Mercantile Mutual has unveiled a 48 per cent growth in net profit in the year to September 30 to $174 million, thanks to its fast growing funds management and life insura...

INDUSTRY NEWS

The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....

INDUSTRY NEWS

The Association of Independently Owned Financial Planners (AIOFP) has set up a master trust service for its member groups. ...

INDUSTRY NEWS

Singapore’s financial planning industry has become one of the first in the South East Asian region to adopt a licensing regime for independent financial advisers (IFAs)....

INDUSTRY NEWS

The Commonwealth Bank has begun the integration of Colonial’s 800 financial advisers into its structure by marrying both groups’ bank-based planning operations....

INDUSTRY NEWS

Educators in the financial planning industry have banded together to form the Financial Planners Education Association (FPEA). ...

INDUSTRY NEWS

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INDUSTRY NEWS

Australia’s first account aggregation or screen scraping service has hit a snag....

INDUSTRY NEWS

Life insurance companies will not require policy holders to undergo genetic testing under a ruling delivered by the Australian Competition and Consumer Commission (ACCC) ...

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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 3 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 6 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...

4 weeks ago

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

2 weeks 4 days ago