FINANCIAL PLANNING

INDUSTRY NEWS

No I don’t have a complaints handing system in my business and I do need to do something about putting one in place....

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) has rolled out a multi-media disclosure document in a bid to develop a best-practice model for fund man-agers usi...

INDUSTRY NEWS

Challenger International has closed its new retail biotech fund oversubscribed with the fund exceeding the company’s target of $40 million....

INDUSTRY NEWS

County Investment Management is up for sale – only three years after the National paid $100 million for the business....

INDUSTRY NEWS

Sealcorp Holdings chairman Geoff Dunstan will step down from his executive role next month and into retirement, after handing over the reins to newcomer John Pascoe....

INDUSTRY NEWS

Financial planners should offer clients a choice of service levels and charge ac-cordingly, says ThreeSixty national development manager David Fox....

INDUSTRY NEWS

Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...

INDUSTRY NEWS

Solomon Smith Barney Asset Management Australia have steered away from giving adding an advice model to its new portable superannuation plan....

INDUSTRY NEWS

Australian Unity will expand its product offering with the announcement that it will enter the annuities market for the first time....

INDUSTRY NEWS

Wayne Rogers has taken on the top Australian job and a seat on the board of life in-surance policy trader PolicyLink....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...

INDUSTRY NEWS

The Commonwealth Bank has looked to its New Zealand subsidiary, ASB Bank, for its new head of International Financial Services (IFS)....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 1 week 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 ago

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

3 weeks 3 days ago

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

4 days 8 hours ago