FINANCIAL PLANNING

INDUSTRY NEWS

A Queenslander who raised more than $1.5 million from investors – including members of his own family – without an AFSL has been permanently restrained from providing fin...

INDUSTRY NEWS

ASIC has banned a NAB adviser from providing financial services for seven years after investigations found he had broken financial services laws....

INDUSTRY NEWS

New survey data prompts call for more consumer education around life/risk to encourage a self-directed approach....

INDUSTRY NEWS

netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...

INDUSTRY NEWS

The Financial Planning Association has sought a “grace period” within the LIF transitionary arrangements to cover delays in policy activation....

INDUSTRY NEWS

ANZ will transition advisers away from its Oasis wrap to a new platform developed in partnership with Macquarie Investment Management....

INDUSTRY NEWS

Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB Mann Judd....

INDUSTRY NEWS

Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis....

INDUSTRY NEWS

Sixty-nine clients of the Commonwealth Bank of Australia’s financial planning arms have accepted 69 per cent of the $2.9 million offered for poor advice....

INDUSTRY NEWS

netwealth has been named the number one platform for functionality in a platform market increasingly seeking to compete to meet advisers’ needs....

INDUSTRY NEWS

Paul Barrett’s Italian-backed AZ NGA has further grown its presence with the acquisition of Melbourne-based former RI firm, Empowered Financial Planners....

INDUSTRY NEWS

Members need to think twice about establishing SMSFs if all they are going to do is sit in cash, managed funds, and a few shares, Perpetual Private warns....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 1 day 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 2 days ago

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

1 week 6 days ago