FINANCIAL PLANNING

INDUSTRY NEWS

Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....

INDUSTRY NEWS

The Senate Scrutiny of Financial Advice inquiry has lapsed, with its future dependent on who controls the Senate after the Federal Election....

INDUSTRY NEWS

Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...

INDUSTRY NEWS

Australia’s first enterprise robo-advice program is launching through an agreement between Decimal Software and a leading global professional services firm....

INDUSTRY NEWS

Lenders make history passing on record low mortgage rates in the threes and borrowers are urged to shop around, according to two rate comparison sites....

INDUSTRY NEWS

Banks are struggling to keep pace with fintech disrupters, with only 18.7 per cent of Australians likely to purchase and use new technologies, according to Roy Morgan....

INDUSTRY NEWS

Advisers have been warned that the advice they provide to clients will need to be hedged on the basis of which party ultimately wins the 2 July poll....

INDUSTRY NEWS

The Government has reconstituted the Financial Sector Advisory Council and has selected executives almost exclusively from the big end of town....

INDUSTRY NEWS

Financial planners have been told they need to proactively prepare their clients against the impacts of ageing and cognitive decline – a risk that they cannot afford not ...

INDUSTRY NEWS

Aussie investors are lagging behind on the investment technology curve, according to Legg Mason....

INDUSTRY NEWS

To give advisers new levels of visibility and efficiency when managing their portfolios, Zurich has launched a new advice portal....

INDUSTRY NEWS

HBF Health Limited’s managing director, Robert Bransby, has been appointed as a non-executive director to CBA’s advice board....

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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