FINANCIAL PLANNING

INDUSTRY NEWS

Kelly O’Dwyer has retained her financial services portfolio but has relinquished Small Business and has become the Minister for Revenue and Financial Services....

INDUSTRY NEWS

Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....

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....

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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 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 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 5 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