FINANCIAL PLANNING

INDUSTRY NEWS

ASIC rules that rating financial products constitutes providing financial product advice....

INDUSTRY NEWS

Industry super fund, Cbus, has launched an in-house financial advice service model and will expand its over-the-phone advice offering later this year....

INDUSTRY NEWS

Property investors are increasing purchasing established properties with two or more bedrooms, according to Mortgage Choice. ...

INDUSTRY NEWS

Advisers need to hold their clients to account with their personal ad-hoc record keeping, so they don’t exceed the contribution caps. ...

INDUSTRY NEWS

A group of risk advisers have labelled FSC’s positioning on LIF as cartel behaviour, and said the industry should have gone to the ACCC with its life insurance propositio...

INDUSTRY NEWS

An ageing population and the end of the financial year period is seeing more people consider funeral bonds, which are exempt from Centrelink assets tests....

INDUSTRY NEWS

Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...

INDUSTRY NEWS

JBWere’s new remuneration model for advisers, which reduces reliance on grid commissions, has been welcomed by the SAA....

INDUSTRY NEWS

The AFA expressed disappointment over the FSC’s continued calls for a carve-out for direct insurance sales from LIF where no advice was given, and said this loophole must...

INDUSTRY NEWS

The diversity imbalance in senior management roles in financial services can be helped by building bridges between tertiary education and the industry, NAB believes....

INDUSTRY NEWS

There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....

INDUSTRY NEWS

New actuarial analysis suggests the relatively lower earnings of the Future Fund could impose greater unfunded super liabilities on the Commonwealth....

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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