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INDUSTRY NEWS
MGD has appointed an ex-banking sector employee to provide it with financial risk mitigation strategies. ...
INDUSTRY NEWS
Audit giant, KPMG, has announced two new appointments within its Sydney-based wealth management and superannuation advisory team....
INDUSTRY NEWS
An ASIC review of allegations against IOOF has substantially cleared it on insider trading allegations but has imposed a comprehensive review by an external compliance co...
INDUSTRY NEWS
Infocus has launched direct-to-consumer free robo-advice solution, earnie.com.au, using Praemium as a technology partner. ...
INDUSTRY NEWS
Most financial planners want definitive ownership of their clients with many only wanting to pay for those dealer group services they actually use....
INDUSTRY NEWS
The Life Insurance Customer Group has taken aim at the FSC once again for its role in achieving a carve-out for direct insurance in the Life Insurance Framework. ...
INDUSTRY NEWS
The FSC’s new Life Insurance Code of Practice faced a delay of three months from its 1 July deadline after it identified areas requiring improvement following industry co...
INDUSTRY NEWS
A new Money Management survey has revealed that more than half of financial planners don’t believe they are getting value for money from their dealer group and are lookin...
INDUSTRY NEWS
Dealer groups have been an integral part of the financial planning industry but do they remain relevant in a post-FOFA increasingly technological world?...
INDUSTRY NEWS
Financial advisers who promise to provide ongoing portfolio monitoring services but fail to do so face liability if the client suffers financial loss....
INDUSTRY NEWS
ASIC has cancelled the AFSL of Sydney-based general product advice provider, Etern Wisdom, for breaching both its obligations and its licence conditions. ...
INDUSTRY NEWS
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in the pursuit of better outcomes....
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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...