FINANCIAL PLANNING

INDUSTRY NEWS

Will the major institutions offering both both product and advice remain in wealth management in the face of new technology and lack-lustre balance sheets?...

INDUSTRY NEWS

ISA has supported calls for a Royal Commission into banks, arguing banks’ policies suit their vertically integrated business models....

INDUSTRY NEWS

Retirees need financial advice to guide them through volatile market conditions, says Colonial First State....

INDUSTRY NEWS

Former Cooper Review chairman and Challenger executive, Jeremy Cooper says retirees are being let down by retirement calculators utilising long-term average returns....

INDUSTRY NEWS

NAB has appointed its former chief risk officer for product and markets, John Comito, as its new executive general manager for asset servicing....

INDUSTRY NEWS

NAB restructures to create NAB Private to enable better servicing of high net worth clients....

INDUSTRY NEWS

Holding onto star performers is proving tough for Australian businesses across a range of white collar sectors, including the financial services industry, research reveal...

INDUSTRY NEWS

Ignition Wealth’s new automated financial advice technology helps free up advisers’ time by allowing customers to do more data entry and administration....

INDUSTRY NEWS

Planners working for independent firms are faring better in the pay rise stakes than their institutional counterparts, according to a survey....

INDUSTRY NEWS

APRA has told super funds they need to prove value for money from marketing and sponsorships....

INDUSTRY NEWS

An industry consultant is predicting a steep increase in costs around SMSFs making small APRA funds an increasingly viable alternative....

INDUSTRY NEWS

A former Aussie mortgage broker is facing a potential jail sentence over allegations she falsified loan applications totalling $2.7 million....

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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....

1 week 5 days 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...

3 weeks 6 days ago

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

2 weeks 3 days ago