FINANCIAL PLANNING

INDUSTRY NEWS

Can salary packaging survive the GST? Julie Bennett investigates. There have been murmurings around the industry that the GST will make salary packaging less attractive...

INDUSTRY NEWS

June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...

INDUSTRY NEWS

While a reasonable proportion of investors access financial services information over the Internet and are confident in conducting transactions via this means, the majori...

INDUSTRY NEWS

Before falling foul of the law and losing $165 million on behalf of it inves-tors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers int...

INDUSTRY NEWS

Before falling foul of the law and losing $165 million on behalf of it investors, the Wattle scheme had lured about 3000 investors and at least 10 financial advisers into...

INDUSTRY NEWS

Connelly Temple has been pulled up by the Australian Securities & Investments Commission (ASIC) over the wording of a brochure promoting its range of life in-surance prod...

INDUSTRY NEWS

Investors Mutual has been dealt a blow with a further erosion of its $300 million funds under management....

INDUSTRY NEWS

Merrill Lynch’s senior management is in for a shake-up with the news that chief executive officer for Australasia John Magowan will retire....

INDUSTRY NEWS

There has been a significant and consistent move forwards in professionalism in retail financial services....

INDUSTRY NEWS

Financial planners will wither and die unless they harness the enormous power of the Internet. So says Gary Chow, organiser of the first ever financial services dot com ...

INDUSTRY NEWS

Fidelity Investments has fired the first salvo in a direct assault on Charles Schwab’s dominance of the adviser referral business, launching an initiative to link custome...

INDUSTRY NEWS

It seems the world’s richest are about to get a whole lot richer, which can only be good news for financial planners focussing on high net worth individuals....

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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