FINANCIAL PLANNING

INDUSTRY NEWS

Zurich will launch a LIF support package blueprint for advisers focusing on technology and product innovation ahead of the 1 July transition....

INDUSTRY NEWS

Financial services software provider, GBST, has recorded a revenue increase of two per cent to $56.7m in the first half of the 2015-16 financial year....

INDUSTRY NEWS

ASIC bans former Guardian Advice insurance adviser for annually replacing clients’ insurance policies to boost commissions without considering clients’ best interests....

INDUSTRY NEWS

More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....

INDUSTRY NEWS

SMSFs need policies that address and protect women from being left behind by the super system, according to a report....

INDUSTRY NEWS

Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....

INDUSTRY NEWS

With the spotlight on professional standards of the advice profession, TAL has added a client engagement stream to its education program....

INDUSTRY NEWS

A former Sydney financial adviser was permanently banned from providing financial services after pleading guilty to three charges of dishonesty, and creating false docume...

INDUSTRY NEWS

Retail fund administrators need to emulate the example of industry funds in protecting members against non-payment of the super guarantee, says a former planner....

INDUSTRY NEWS

A para-planner who was dismissed without warning, has failed to have the decision ruled as “unfair”, despite his employer failing to abide by the industry award....

INDUSTRY NEWS

Cyber breaches are the fastest growing security risks facing businesses today and this is driving increased investment in forensic data analytics, according to a new stud...

INDUSTRY NEWS

The Government has introduced legislation to underpin the Life Insurance Framework with the promise of further industry consultation around the resultant regulations....

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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 2 weeks ago

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

1 week 2 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 3 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 ago