FINANCIAL PLANNING

INDUSTRY NEWS

HSBC Invest Direct have upped the stakes in the share trading battle with the introduction of a mobile phone share trading service. The service, WAP Trader, uses Wireless...

INDUSTRY NEWS

Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...

INDUSTRY NEWS

Tower Trust has released a new do-it-yourself (DIY) complying pension on the market to sit alongside its existing range of DIY superannuation products....

INDUSTRY NEWS

The movie image is always the same – the cool, calculating suit, watching stock figures float down the lap top screen until at some point he speed dials his broker and sh...

INDUSTRY NEWS

While agricultural investments take off there are some traps to avoid. Beverly Houterman and Paul Resnik detail what areas need to be considered....

INDUSTRY NEWS

Since the appointment of Winchcombe Carson’s first managing director four months ago, the Melbourne financial planning group has undergone a big shake-up....

INDUSTRY NEWS

The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...

INDUSTRY NEWS

A national savings summit may sound somewhat grandiose but I believe it is now vital to Australia that the bell should be rung....

INDUSTRY NEWS

Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...

INDUSTRY NEWS

Supplying a complete administration service for self managed superannuation funds is where the major opportunities lie for planners in superannuation according to Tower T...

INDUSTRY NEWS

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

INDUSTRY NEWS

Retail investors have never had it so good in terms of the information available to them regarding investments and this doesn't seem to be tapering off. ...

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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 1 week 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....

4 days 18 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 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago