FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Securities and Investments Commission has revealed the degree to which it is scrutinising financial services transactions and the way they are reported....

INDUSTRY NEWS

Assistant Treasurer, Kelly O’Dwyer signals the Government is close to delivering the legislation to underpin adviser education and professional standards....

INDUSTRY NEWS

A partnership between IRESS and netwealth will provide advisers with “straight-through processing” and decreasing back office inefficiencies through XPLAN software integr...

INDUSTRY NEWS

Three financial services licensees have removed the term “independent” from their website and marketing material after ASIC found they received commissions and volume-bas...

INDUSTRY NEWS

ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....

INDUSTRY NEWS

The Parliament has passed key amendments to the FOFA legislation extending fee disclosure statement and opt-in renewals to 60 days....

INDUSTRY NEWS

A US study showed female investors felt misunderstood by their advisers while stereotypes about their investment indecisiveness still prevailed. ...

INDUSTRY NEWS

Investec Australia has made an undisclosed investment in fintech start-up vehicle H2 Ventures....

INDUSTRY NEWS

Former general manager of policy, Dante De Gori, has officially commenced his role as chief executive of the FPA, taking over from Mark Rantall....

INDUSTRY NEWS

The Government cannot afford to find more money to subsidise family allowances and need to reallocate their resources to help women’s retirement, NGS Super believes....

INDUSTRY NEWS

New research confirms financial advice is often the missing ingredient in achieving retirement incomes adequacy....

INDUSTRY NEWS

Yellow Brick Road has restructured and moved to leverage its mortgage client base to grow its wealth business. ...

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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 1 week 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

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 ...

3 weeks 1 day 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...

3 weeks ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago