FINANCIAL PLANNING

INDUSTRY NEWS

The Small Independent Superannuation Funds Association (SISFA) is appealing to financial planners to join its ranks in a bid to better represent self-managed superannuati...

INDUSTRY NEWS

Suncorp Metway is to launch into the $58 billion master trust market....

INDUSTRY NEWS

Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....

INDUSTRY NEWS

Back in the early 1960s an enterprising student at Melbourne University struck a deal with some of his fellow students. Four years later, that student had his own accoun...

INDUSTRY NEWS

All financial advisers need to manage their clients' emotions, expectations and economics - the 3Es. Once the 3Es are managed, the rest will fall into place. An invest...

INDUSTRY NEWS

The Australian Securities and Investment Commission (ASIC) is to investigate the conduct and disclosure behaviour of life agents as phase two of its review of the disabil...

INDUSTRY NEWS

Australia’s biggest financial planning groups are lining up to grab a share of the e-commerce space by launching online share trading services....

INDUSTRY NEWS

Banks cost cutting will be the key drivers of e-commerce into the future, according to InvestorWeb director of online and media services, Mark Maley....

INDUSTRY NEWS

Banks will dominate distribution of financial services in the future due to their massive customer bases and strong brand awareness Westpac financial planning general ma...

INDUSTRY NEWS

Fiducian has added a life broking business to its suite of financial services. The group is hoping to recruit at least 15 life brokers and write more than $2 mil-lion of ...

INDUSTRY NEWS

Q: Is you business ready for GST? After much confusion, deliberation and consultation we decided to tackle the GST on two levels, one for clients and the other for our bu...

INDUSTRY NEWS

Marisa Broome has put her stake in Millennium Financial Planning group up for sale to go out on her own....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 3 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 6 days 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...

4 weeks ago

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

2 weeks 4 days ago