FINANCIAL PLANNING

INDUSTRY NEWS

Perpetual has launched a new native title and community trust to strengthen relationships with Aboriginal and Torres Strait Islander community clients....

INDUSTRY NEWS

Advisers should see changes in regulation and the Budget as an opportunity to re-engage with old clients and acquire new clients, a planning group executive said. ...

INDUSTRY NEWS

A financial planning group has had to employ additional staff to comply with FOFA but its principal questions whether the benefits justify the costs....

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....

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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 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 4 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 3 days ago