FINANCIAL PLANNING

INDUSTRY NEWS

Dear Sir, I am writing in reply to the Point of View article titled “The Aussie Super Pension Scandal” (Money Management, May 11). ...

INDUSTRY NEWS

The structure of private banking groups, the new wealth and the relationships with clients have emerged as the headline issue of the recent AiC Private Banking con-ferenc...

INDUSTRY NEWS

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

INDUSTRY NEWS

With Commonwealth descending on Colonial from a great height, one big concern has been the axing of State Bank branches....

INDUSTRY NEWS

Investec Australia is set to ramp up its private banking and advisory services with the addition of Ord Minnett Investment Planning chief executive officer and di-rector ...

INDUSTRY NEWS

Online direct financial services group Your Prosperity has added superannuation to its share broking, managed funds broking and investment portfolio services....

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 ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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 4 weeks ago

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

2 weeks 4 days ago

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

3 weeks 2 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 3 days ago