FINANCIAL PLANNING

INDUSTRY NEWS

E&P Financial Group has announced director Tony Johnson will move into a non-executive capacity next year, meaning chief executive Ben Keeble will be the only executive r...

INDUSTRY NEWS

ASIC has announced its finalised industry funding levy, detailing how much licensees will have to pay for the 2023-24 financial year and how it compares to original estim...

INDUSTRY NEWS

The potential $2.7 billion bid for Insignia from US private equity player Bain Capital could be hard for shareholders to resist and would “open the floodgates” for US fir...

INDUSTRY NEWS

The FSCP has issued its second written reprimand this week against an adviser who provided incorrect advice to clients regarding the non-concessional cap....

INDUSTRY NEWS

The corporate regulator has cancelled two AFSLs, one against a Western Australia financial advice firm and one against an individual. ...

INDUSTRY NEWS

A legal expert has flagged there is growing tension in the industry as ASIC considers naming licensees in its breach reports, with such a move potentially deterring proac...

INDUSTRY NEWS

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

INDUSTRY NEWS

A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data....

INDUSTRY NEWS

State Street Global Advisors’ research reveals a notable rise in Australian investors’ awareness and satisfaction with model portfolios, highlighting benefits such as low...

INDUSTRY NEWS

National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through it...

INDUSTRY NEWS

The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability....

INDUSTRY NEWS

The actions of the investment committee at Dixon Advisory should be placed under greater scrutiny in the upcoming Senate inquiry, according to the FAAA. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months 1 week ago

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

8 months 1 week ago

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

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 6 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 5 days ago