FINANCIAL PLANNING

INDUSTRY NEWS

New study confirms insurance claimants who sought help from financial advisers were likely to be more satisfied with insurance companies. ...

INDUSTRY NEWS

AstuteWheel has today launched the Astute Estate Planner which overhauls the process for professionals by lessening time constraints....

INDUSTRY NEWS

CFS has introduced online tools to enable instant set-up of client accounts and will launch various managed accounts solutions on its wrap....

INDUSTRY NEWS

ASIC’s Wealth Management Project and an ANZ breach report has resulted in an adviser suffering a one year ban....

INDUSTRY NEWS

Calls to change negative gearing provisions were not based on rigorous economic modelling and should not be done without a comprehensive tax review. ...

INDUSTRY NEWS

The implications of not increasing financial literacy are too serious to ignore, Principal Global Investors believe....

INDUSTRY NEWS

Wealth managers were the least technology-literate in financial services despite digital demand from HNWIs, with a report pointing to complacency and a focus on tradition...

INDUSTRY NEWS

Pensioners are unable to retire thanks to fears of inadequate retirement savings, a study has found....

INDUSTRY NEWS

The independent tribunal has upheld ASIC’s decision to permanently ban former Equititrust CEO, Mark McIvor, from providing any financial services....

INDUSTRY NEWS

Non-aligned group, Centrepoint Alliance, has rebranded under one umbrella and website, and will run as a single brand with four sub-brands....

INDUSTRY NEWS

Advisers had not adapted to a world of no commissions just yet but would need to diversify their service offerings to justify fee-for-service, Aon Hewitt said....

INDUSTRY NEWS

Sticking with the current rules on non-concessional contribution caps could lead to paying double tax in the future, according to CFS....

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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 ...

5 months 4 weeks ago

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

7 months 4 weeks ago

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

2 weeks 5 days ago

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

3 weeks 3 days ago

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

3 weeks 4 days ago