FINANCIAL PLANNING

INDUSTRY NEWS

Private banks are no longer prepared to run a closed shop when it comes to prod-ucts and quite freely use products from institutions other than those of their em-ployers....

INDUSTRY NEWS

Last month, a former Perth financial adviser was sentenced to the second longest jail term of any financial adviser in Australia when he was sentenced to 10 years behind ...

INDUSTRY NEWS

Do financial services conferences offer any real value? The value is highly debatable but they are a necessary evil. What attendees take away from a conference depends o...

INDUSTRY NEWS

The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....

INDUSTRY NEWS

It was going to be a bit of a coup for the Melbourne chapter of the FPA. ASIC’s most senior stick waver, Alan Cameron was coming down to Melbourne to chat to the assemble...

INDUSTRY NEWS

Three developments over the past few weeks point to a major surge in the purchase of managed funds without advice and a major headache for advisers without their fingers ...

INDUSTRY NEWS

Advisers should not sail too close to the wind when it comes to tax planning. At least that is the opinion of Kenneths Group director John Day who says it is im-portant ...

INDUSTRY NEWS

Inch.com.au has launched a website offering financial planners and their clients on-line financial planning advice, legal and accounting services....

INDUSTRY NEWS

Summit master trust has rolled out its own DIY service for self managed super funds (SMSFs) and their trustees, offering administration and custody services. ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) is encouraging investors to use a report highlighting unstable offshore financial centres....

INDUSTRY NEWS

Investors remain undeterred by recent sharemarket volatility, seeing it as an opportunity to buy bargain stocks. According to a recent Macquarie Bank survey, 68 per cent ...

INDUSTRY NEWS

Bendigo Bank has made a scrip for scrip bid for Queensland-based First Australian Building So-ciety valuing First Australian at $140 million....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 2 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 1 day ago