FINANCIAL PLANNING

INDUSTRY NEWS

More borrowers are fixing their homes loans amid the interest rates volatility, and Mortgage Choice expects this trend to grow....

INDUSTRY NEWS

Dealer groups have good reason to be cautious and to ensure planners are appropriately qualified to give advice around leverage and margin lending, a Money Management rou...

INDUSTRY NEWS

Majority of Australians do not seek financial advice on their superannuation even though almost half continue to find super complicated and ‘boring’, Suncorp research sho...

INDUSTRY NEWS

The Senate’s recommendation of the retention of LISC should be implemented in Tuesday's budget, superannuation bodies have agreed....

INDUSTRY NEWS

The AFA is pleased the Government has taken a common sense approach in setting more flexible education requirements for existing advisers....

INDUSTRY NEWS

Fiducian has expanded its financial planning footprint via Perth acquisitions, and has increased its FUA in Fiducian Financial Services to $1.8 billion....

INDUSTRY NEWS

MLC has created a new general manager role for MLC Advice, as its parent company, NAB, looks to integrate MLC Advice into its Advice Partnership network....

INDUSTRY NEWS

The Government is proposing to extend the amount of time existing advisers will need to reach degree-equivalent status and to pass the new exam requirement....

INDUSTRY NEWS

The Commonwealth Bank has defended its claims handling personnel and denied any misconduct, but chief executive, Ian Narev, has conceded process may have been put ahead o...

INDUSTRY NEWS

New research has revealed in stark terms how the negative publicity has eroded trust in financial planning....

INDUSTRY NEWS

While the majority of investment professionals believe robo-advice will slash advice costs, the jury is still out on whether the industry will be “unambiguously better of...

INDUSTRY NEWS

In a bid to encourage more women to join the fintech industry, CXi Software is paying super contributions for permanent staff members who go on maternity leave....

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 2 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 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 5 days ago