FINANCIAL PLANNING

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....

INDUSTRY NEWS

Any superannuation fund return in solid positive territory closing out the financial year should be a cause for happiness....

INDUSTRY NEWS

ASIC has accepted an EU from an accounting and tax advisory firm for giving inappropriate advice to clients to set up SMSFs. ...

INDUSTRY NEWS

New APRA data confirms that disability-related products are continuing to drag on the bottom line of the major insurers....

INDUSTRY NEWS

Mortgage Choice releases ‘industry first’ retirement calculator that factors in potential risks, unlike the ‘more basic calculators in the market’....

INDUSTRY NEWS

Australians’ use of technology to track their health, as well as their views on health concerns are leading to insurers reconsidering health and life policies. ...

INDUSTRY NEWS

ASIC has accepted an EU from a former Victorian Synchron adviser under which he has to withdraw from financial services for three years after he failed to comply with fin...

INDUSTRY NEWS

ASIC has accepted an EU from HSBC for potentially giving poor advice to clients on retail structured products without collecting sufficient information and considering th...

INDUSTRY NEWS

A former CBA planner allegedly forged client signatures to meet the requirements of CBA’s internal audit process, following an ASIC investigation....

INDUSTRY NEWS

An advice firm which allegedly gave conflicted advice has been ordered by a court to pay back the lost SMSF monies. ...

INDUSTRY NEWS

Midwinter and Suitebox’s remote meeting capability now allows advisers to bring up their opt-in document electronically....

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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