FINANCIAL PLANNING

INDUSTRY NEWS

New research confirms that financial planners are playing an integral role in the growth of the financial services industry....

INDUSTRY NEWS

The Australian Taxation Office has signalled it will be seeking planners' help in steering clients away from aggressive tax planning schemes. ...

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....

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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