FINANCIAL PLANNING

INDUSTRY NEWS

The FSC has been accused of acting in haste on churn in the Life Insurance Framework, with a group saying it wants ASIC to justify LIF by proving the churn issue after th...

INDUSTRY NEWS

Following on from the appointment of a new non-executive chairman, robo-adviser, Decimal Software, has appointed another new board member....

INDUSTRY NEWS

Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...

INDUSTRY NEWS

ASIC has removed additional conditions it imposed on Macquarie Bank’s AFSL after a review by KPMG found no additional breaches to those the bank had already reported. ...

INDUSTRY NEWS

School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...

INDUSTRY NEWS

The FPA has detailed the key policy differences between the major and minor political parties and the choices for financial planners are stark....

INDUSTRY NEWS

There was a lack of understanding of general investment concepts such as diversification and risk/return trade-off among Australians, with males more likely to understand...

INDUSTRY NEWS

Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more....

INDUSTRY NEWS

ASIC has cancelled the AFS licence of wholesale service provider, Ergo Capital, for failure to comply with a number of its obligations....

INDUSTRY NEWS

HUB24 has partnered with Sentry Group to provide it with managed portfolio platforms as the advice group encourages advisers to consider tax impacts on clients’ investmen...

INDUSTRY NEWS

The AFA has a new focus on adaptive practices for advisers entering the new financial year and will incorporate a new framework for financial advice....

INDUSTRY NEWS

Financial Services Council chief executive, Sally Loane, has defended her organisation's role in pursuing the Life Insurance Framework pointing to the unsustainability of...

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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....

3 weeks 6 days 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 4 days ago