FINANCIAL PLANNING

INDUSTRY NEWS

Both the Prime Minister, Malcolm Turnbull and his Assistant Treasurer, Kelly O’Dwyer, have denied any retrospectivity in the Budget changes to superannuation....

INDUSTRY NEWS

ASIC has permanently banned Tasmanian financial adviser, Kenneth Drake, from providing any financial services following his conviction of two counts of stealing....

INDUSTRY NEWS

More than 60 per cent of Australians rely on credit for household bills, pushing credit card debt to $51.7 billion, according to finder.com.au. ...

INDUSTRY NEWS

ASIC has permanently banned a former HSBC financial planner from financial services for dishonest conduct in relation to millions of dollars of clients’ funds....

INDUSTRY NEWS

A group established by life/risk advisers is demanding answers around why product manufacturers have not be sanctioned when problems occur....

INDUSTRY NEWS

Financial advisers should focus on a gender-based approach to win more clients, according to AFA....

INDUSTRY NEWS

The Accounting Professional and Ethical Standards Board has appointed independent financial adviser, Claire Mackay, to the Board....

INDUSTRY NEWS

AIA launches a wellness program to improve advisers' productivity and personal and professional "wellbeing". ...

INDUSTRY NEWS

Planners may prove to be the best bet for accountants seeking to deal with a tougher new world surrounding SMSFs....

INDUSTRY NEWS

If advisers had a ‘professional year’ requirement instead of a tertiary degree, it could help solve the issue of professionalism and ethics....

INDUSTRY NEWS

An application made by a former AMP planner to restrain ASIC from making a banning decision has been dismissed by the Federal Court....

INDUSTRY NEWS

New research has revealed changing client attitudes towards wealth management, with advisers needing to become financial therapists rather than asset allocators....

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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 3 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 4 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 2 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 3 days ago