FINANCIAL PLANNING

INDUSTRY NEWS

The Productivity Commission needs to examine Australia’s superannuation system as it lacks legal definitions and clear purpose, the IPA said. ...

INDUSTRY NEWS

Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...

INDUSTRY NEWS

The Scrutiny of Financial Advice inquiry is pointing towards companies being required to maintain whistle-blowing protocols similar to those in the public service....

INDUSTRY NEWS

Planners will need to be wary of changing firms around the time the Government moves to implement its changes to professional standards and education requirements....

INDUSTRY NEWS

Limited financial advisers should not need to complete a full financial planning bachelor degree, Mentor Education believes....

INDUSTRY NEWS

Paradigm Group has poached Carsten Zuber from Industry Fund Services as head of operations to focus on the firm’s risk insurance sector. ...

INDUSTRY NEWS

ASIC bans former financial planner after receiving information from National Australia Bank....

INDUSTRY NEWS

The latest data from Investment Trends confirms the push for adviser efficiency is driving planning technology development....

INDUSTRY NEWS

Industry Super Australia chief executive, David Whiteley, has called for a re-targeting of superannuation tax concessions by ending the skew to upper income earners....

INDUSTRY NEWS

Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....

INDUSTRY NEWS

AMP chairman, Simon McKeon, will retire after three years in the role due to a “change in circumstances”....

INDUSTRY NEWS

InterPrac Financial Planning is appointing former Capstone officer, Rae Stagbouer, as national advice manager....

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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 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