FINANCIAL PLANNING

INDUSTRY NEWS

Mercantile Mutual managing director Rod Atfield has lashed out at the short-term greed mentality of investors and financial advisers....

INDUSTRY NEWS

The investment industry has given the thumbs up to the New Zealand Government's anti tax avoidance measure on contributions to employer superannuation funds....

INDUSTRY NEWS

Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...

INDUSTRY NEWS

Chartered accountants continue to prepare to move into financial planning with a new proposal to change the governance structure of the Institute of Chartered Accountants...

INDUSTRY NEWS

A former AMP financial adviser has been banned for life from acting as an in-vestment adviser....

INDUSTRY NEWS

Morningstar has awarded IOOF Funds Management with a four star rating. Nine IOOF products achieved a five star Morningstar rating, while another 13 achieved four stars....

INDUSTRY NEWS

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

INDUSTRY NEWS

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has relaxed its policy on sending life insurance applications electronically....

INDUSTRY NEWS

Much like the politicians who represent them, retail investors have come out over-whelmingly in favour of the idea of choice of superannuation fund....

INDUSTRY NEWS

International equity investors have benefited from the Australian dollar’s habit of free falling, underpinning a staggering 8.3 per cent return for international funds in...

INDUSTRY NEWS

The Australian Securities and Investment Commission (ASIC) will gain sweeping powers to ban advisers under CLERP 6 draft legislation, according to an industry lawyer....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 4 days ago
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