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FINANCIAL PLANNING
INDUSTRY NEWS
Advisers at the Commonwealth Bank showed the second highest level of loyalty and their advisers had the second highest average tenure, with Macquarie topping the list....
INDUSTRY NEWS
Brisbane-based YourFin has joined dealer group, Elders Financial Planning, the sixth to do so in the last five months. ...
INDUSTRY NEWS
Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...
INDUSTRY NEWS
The Paul Barrett-led, Italian-backed AZ NGA has acquired Brisbane-based business, Logiro Unchartered Pty Ltd, which has around $130 million in client funds....
INDUSTRY NEWS
ASIC chairman, Greg Medcraft, has pointed to middle-managers as being more influential in driving financial services cultures....
INDUSTRY NEWS
Applications for the 2016 Financial Planning Association of Australia (FPA) Awards have opened and now include the ‘FPA Professional Practice of the Year’ award....
INDUSTRY NEWS
The financial services industry had already spent $2.75 billion on implementing various regulatory changes, and should prepare to spend more on LIF, education standards, ...
INDUSTRY NEWS
ASIC has banned a NSW property spruiker from providing financial services for four years for unlawfully advising clients to invest in property through their SMSFs without...
INDUSTRY NEWS
Superannuation ratings house, SuperRatings, has urged the Government to stand firm on the $1.6 million super cap in the face of wealthy vested interests....
INDUSTRY NEWS
The ATO has issued a warning that planners and accountants could face penalties including prosecution if they were found to have promoted retirement planning schemes....
INDUSTRY NEWS
IOOF has launched an Advice Academy to be run by Dean Lombardo after a successful two-year pilot....
INDUSTRY NEWS
The Life Insurance Framework has unfairly targeted advisers and their businesses rather than FSC members including insurers and financial service providers, the LICG said...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...