FINANCIAL PLANNING

INDUSTRY NEWS

Westpac has refunded $9.2 million to affected clients after failing to waive bank account fees on its branded savings and transaction accounts....

INDUSTRY NEWS

A Victorian man has been imprisoned for illegally obtaining funds to develop property and for conducting a financial services business without a licence....

INDUSTRY NEWS

ASIC has accepted an enforceable undertaking (EU) from a Perth financial services firm after concerns about its risk management and compliance framework....

INDUSTRY NEWS

Financial services providers must clearly and explicitly explain to clients that they could seek assistance from FOS should the need arise to complain about a dispute....

INDUSTRY NEWS

National Australia Bank’s Andrew Hagger has outlined a digital future with ongoing commitment to face-to-face advice....

INDUSTRY NEWS

The Association of Financial Advisers has announced the finalists for the 2016 AFA Female Excellence in Advice Award....

INDUSTRY NEWS

Planners were increasingly using platforms for writing insurance but they were demanding more choice in the range of insurers, as well as for the ability to change cover ...

INDUSTRY NEWS

Risk specialist practice, MBS Insurance, has partnered with Pitcher Partners Sydney to provide protection solutions and reviews of clients’ insurance cover. ...

INDUSTRY NEWS

A mutual wills agreement could make step-family estate planning easier but super death benefits could be an issue, a law firm believes....

INDUSTRY NEWS

Advisers must broaden their client base to avoid being pigeon-holed as a retirement specialist, according to Count Financial....

INDUSTRY NEWS

ASIC cancelled The Sharemarket College’s AFS licence and banned its responsible managers from providing financial services for making misleading claims....

INDUSTRY NEWS

The financial services industry has welcomed the introduction of LISTO but is divided on the objective of superannuation....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

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

6 months 2 weeks ago

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

8 months 2 weeks 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 ...

4 weeks 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...

3 weeks 6 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day 18 hours ago