FINANCIAL PLANNING

INDUSTRY NEWS

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

INDUSTRY NEWS

Listed property trusts are at the start of a strong upward climb, according to Ausbil Dexia director Winston Sammut....

INDUSTRY NEWS

Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....

INDUSTRY NEWS

Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....

INDUSTRY NEWS

A Melbourne based accountant has pleaded guilty to ordering the redeeming of superannuation money on behalf of clients who had not qualified for retirement....

INDUSTRY NEWS

RECENTLY listed Fiducian Portfolio Services is looking to rapidly expand its financial planning business....

INDUSTRY NEWS

About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...

INDUSTRY NEWS

John Hibberd has drawn the curtains on his three year tenure as president of the Association of Financial Advisers (AFA). ...

INDUSTRY NEWS

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INDUSTRY NEWS

A number of Australia’s leading financial services consultants have been traversing the nation for the past month as a part of the FPA Roadshow. Money Management caught u...

INDUSTRY NEWS

Changes associated with the new tax system are far from complete, according to Mercantile Mutual national technical services manager Tony Negline....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 2 weeks ago

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

5 days 21 hours 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...

2 weeks 6 days ago

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

1 week 4 days ago