FINANCIAL PLANNING

INDUSTRY NEWS

A purpose-built, client focused package could signal major turning point for the international and Australian industry, says CEO Nic Pollock. ...

INDUSTRY NEWS

The latest data from the Australian Bureau of Statistics suggests most Australians have come to terms with retiring after age 65 and mostly relying on their super....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....

INDUSTRY NEWS

Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....

INDUSTRY NEWS

Australians should think carefully before cancelling their life insurance policies, the AFA believes.....

INDUSTRY NEWS

Defence Housing Australia which has promoted itself heavily in the financial adviser community is currently the subject of an AFP investigation....

INDUSTRY NEWS

Consumers’ desire for convenience means that typical nine to five hours are no longer suitable with clients seeking advice outside the traditional working day, YBR believ...

INDUSTRY NEWS

Lewis Anthony Wright Fellowes allegedly obtained money from his clients’ margin loan accounts and used the money for his own use....

INDUSTRY NEWS

Retirement planning is making up a greater proportion of planners’ workload and they are looking for platform tools to make life easier....

INDUSTRY NEWS

Former Genesys managing director, Tim Steeel, appointed general manger of NAB Financial Planning....

INDUSTRY NEWS

Robo-advice offerings today do not offer any genuine interaction and more work is needed to help create a seamless interface with clients....

INDUSTRY NEWS

AMP Capital announces management restructure resulting in departure of Sharon Davis....

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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 1 week ago

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

4 weeks 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 6 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 5 days ago