FINANCIAL PLANNING

INDUSTRY NEWS

Major financial planning software provider, IRESS, announces a strong full year result underpinned by a “double-digit growth” in wealth management in Australia and New Ze...

INDUSTRY NEWS

Advisers’ understanding of female investors is only at a surface level, according to a State Street Global Advisor report....

INDUSTRY NEWS

The FSC has welcomed the Federal Government’s announcement of an inquiry into elderly abuse, particularly as they are most vulnerable to financial abuse....

INDUSTRY NEWS

Macquarie’s SMAs on its Macquarie Wrap have hit $300 million in FUA, while the firm also announced the addition of BlackRock and Elston SMA models to its Wrap platform....

INDUSTRY NEWS

ClearView declares end of “build” phase as it looks to extract advantages from post-LIF environment....

INDUSTRY NEWS

IOOF has said it has implemented almost all recommendations made by PwC following an independent review of its breach reporting and research divisions....

INDUSTRY NEWS

ASIC has accepted EU from Sino Investment Services and its sole director after concerns over its compliance with financial services laws....

INDUSTRY NEWS

Fiducian has flagged further planning acquisitions on back of solid first half result....

INDUSTRY NEWS

Advisers need to improve the efficiency of their businesses to bridge the revenue gap that will be caused by the implementation of the LIF. ...

INDUSTRY NEWS

Fintech firm, MoneyMe, announced a $30 million capital raise comprised of debt and equity following a $1 million venture capital raise at its inception in 2013....

INDUSTRY NEWS

Australians rate divorce/separation as their most expensive mistake, costing an average $144,774 per person, followed by property investment mistakes....

INDUSTRY NEWS

A new white paper has called for an irrevocable abandonment of the links between products and advice....

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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 2 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 3 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 4 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 1 day ago