FINANCIAL PLANNING

INDUSTRY NEWS

BT Funds Management believes it will be close to the top of the inflow tables when Assirt releases its market share report for the June quarter next month....

INDUSTRY NEWS

The New Zealand Government’s plans to bring taxation aspects of family trusts into line with Australian regulations have met with fierce resistance from many tax speciali...

INDUSTRY NEWS

What issue has been the subject of more government enquiries than Sydney's second international airport? The answer has got to be Australia's superannuation system. Howev...

INDUSTRY NEWS

Perpetual Investments will not take on any more institutional clients for at least 12 months but rather concentrate on servicing those already with the group, according t...

INDUSTRY NEWS

Mercantile Mutual has repositioned its full suite of risk products to reflect changing market conditions....

INDUSTRY NEWS

Australian Unity is to buy another four private hospitals from the Alpha Healthcare ...

INDUSTRY NEWS

When the clock ticked over to the first of April this year tens of thousands of small superannuation funds across the country had been forced to re-evaluate where they wo...

INDUSTRY NEWS

The Yellow Book and The Red book are about to regain their place on the financial services industry’s book shelves, but no longer in a printed format....

INDUSTRY NEWS

In January this year, Plum Financial Services blew out the candles on its second birthday cake. The group, a joint venture between MLC and Vanguard, formed with the spec...

INDUSTRY NEWS

AM Corporation's general manager business development and adviser services, Graham Davison calls it "the biggest financial planning opportunity I have seen in 20 years." ...

INDUSTRY NEWS

When Australian financial planner Cameron Knox was 24, an English financial planning company specialising in the expatriate market sent him to help look after the financi...

INDUSTRY NEWS

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

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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 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...

1 week 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. ...

3 weeks 1 day ago

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

2 days 13 hours ago