FINANCIAL PLANNING

INDUSTRY NEWS

Octaviar executives have been found to have acted dishonestly in their roles as officers as they neglected their best interest duty. ...

INDUSTRY NEWS

A former director of Genesys’ authorised representative, Vanguard Financial Planning, has pleaded guilty to misusing his position to gain financial advantage for someone ...

INDUSTRY NEWS

​A Queensland-based financial adviser who worked for a Countplus-aligned firm has been permanently banned from the financial services industry after he was found not to h...

INDUSTRY NEWS

There will be over 200 planners and over $21 billion in retirement income when First State Super acquires StatePlus....

INDUSTRY NEWS

ANZ will launch its Grow Wrap after partnering with Macquarie in February, and will pilot a health and wellness pilot to relieve insurance costs for clients. ...

INDUSTRY NEWS

ASIC has suspended Marigold Falconer International’s AFSL after it failed to have a current indemnity insurance and lodge financial statements on time....

INDUSTRY NEWS

Ex-CBA executive, Andrew Ward, aims to disrupt the brokerage industry with his new flat-fee platform....

INDUSTRY NEWS

Triple A Super has partnered with Ignition Wealth to provide online, automated administration services and statements of advice for planners and accountants....

INDUSTRY NEWS

Corporate Australia needs to step up to help superannuation inequalities, Challenger believes....

INDUSTRY NEWS

Equity market neutral funds significantly outperformed the Australian equity market for the 12 months ending in February, says Zenith....

INDUSTRY NEWS

The FSC has declared it will research whether FOFA actually delivered on making advice more accessible and affordable....

INDUSTRY NEWS

Budget changes to superannuation along with legislation limbo until the election could see a rise in advice costs as advisers review client financial plans....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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 1 day ago

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

3 weeks 2 days ago