FINANCIAL PLANNING

INDUSTRY NEWS

The key to attracting SMSF trustees to seek professional advice was by making them better informed through education, the SMSF Association believes. ...

INDUSTRY NEWS

ASIC has banned a former Macquarie Equities Limited representative from providing financial services for five years for inappropriate advice and engaging in unauthorised ...

INDUSTRY NEWS

Count Financial founder, Barry Lambert, has invested $1 million in robo-advice firm, Ignition Wealth, while urging for low-cost, accessible advice solutions....

INDUSTRY NEWS

Class has posted a 71 per cent increase in net profit after tax thanks to an increase in billable portfolios....

INDUSTRY NEWS

Newly created platform and investment solutions provider, Valant Capital, has removed much of the institutional profit from its solutions....

INDUSTRY NEWS

The Association of Financial Advisers annual conference was looming as a hot spot for disagreement around the LIF process....

INDUSTRY NEWS

The Commonwealth Bank has established a Customer Advocate function in response to the ABA’s banking industry initiatives package in April. ...

INDUSTRY NEWS

ASIC has permanently banned a former NSW insurance company director, Timothy Pratten, from providing financial services and from engaging in credit activities....

INDUSTRY NEWS

Paemium has posted a 72 per cent increase in profit for FY2016 thanks to advisers embracing SMA technology....

INDUSTRY NEWS

MLC has added 56 diverse investment options to its platforms to give more opportunities for advisers to assist clients....

INDUSTRY NEWS

The AFA has launched a bootcamp for advisers, which was a practical demonstration of the adaptive change message shared by CEO, Brad Fox, at a recent roadshow....

INDUSTRY NEWS

The decision to permanently ban adviser, Shiv Sahay, has been upheld by the AAT as his conduct involved deliberate and repeated action to provide false information....

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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 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

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 ...

3 weeks 4 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...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago