FINANCIAL PLANNING

INDUSTRY NEWS

Retail participation in the contracts for difference market had decreased by 14 per cent despite volatility, demonstrating the need for education from providers....

INDUSTRY NEWS

The FSC has repeated calls to reintroduce and implement a backlog of life insurance and super reforms, while introducing legislation to increase financial adviser standar...

INDUSTRY NEWS

Former Wickham Securities' CEO, Garth Peter Robertson, has pleaded guilty to various charges, including fraud, for dishonestly attaining funds and property, and for provi...

INDUSTRY NEWS

The banking industry was around 18 months away from putting in place the principles necessary to deal with inappropriate product sales commissions to banking staff....

INDUSTRY NEWS

Advisers and clients need to focus more on value proposition rather than fees, Montgomery Investment Management believes....

INDUSTRY NEWS

With high net worth investors rejecting model portfolios, it was time for distribution teams to carry out effective segmentation through robust CRM systems to gain real i...

INDUSTRY NEWS

The Australian Securities and Investments Commission is pondering its position after a decision of the full Federal Court handed it a significant setback....

INDUSTRY NEWS

The financial services industry should manage the risk of cognitive decline in an ageing population and its impact as a strategic issue, according to SSGA....

INDUSTRY NEWS

ASIC has found a close correlation between defective disclosure in a prospectus and poor due diligence in IPO issuers....

INDUSTRY NEWS

A Money Management survey has revealed significant concerns about vertical integration and a willingness to see it examined by a Royal Commission....

INDUSTRY NEWS

Younger advisers could help advisory firms gain the trust of the next generation, especially if they wanted to retain assets transferred from baby boomers, SSGA believes....

INDUSTRY NEWS

NAB’s insurance transaction with Nippon Life has resulted in consolidation and the creation of the largest retail super fund....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

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

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

4 weeks ago