FINANCIAL PLANNING

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....

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....

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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 5 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