FINANCIAL PLANNING

INDUSTRY NEWS

Remediation programs relating to banks’ financial planning arms are driving up planners’ salaries, a recruitment firm reveals....

INDUSTRY NEWS

Midwinter has promoted Helen Thom to head its distribution team as part of their sales and support team expansion....

INDUSTRY NEWS

Most of the industry input around advice education standards came from institutions and industry associations, and lacked input from all stakeholders....

INDUSTRY NEWS

Valuations for planning practices are set to fall by up to 15 per cent over the next five years as reforms hit the sector....

INDUSTRY NEWS

Does the Australian financial services industry suffer the same shortcomings as those of the US and UK in having become detached and isolated?...

INDUSTRY NEWS

Australians’ confidence in their financial stability remains below pre-GFC levels, data from Roy Morgan Research reveals....

INDUSTRY NEWS

Centrepoint Alliance has found itself in litigation in the Singapore High Court with Aviva Asia over a 2012 transaction....

INDUSTRY NEWS

Spring FG has outlined its broad timetable for the roll-out of franchised wealth management branches....

INDUSTRY NEWS

Confidence is growing among Australia’s small to medium-sized financial services sector business, despite difficult business, economic or industrial conditions, a report ...

INDUSTRY NEWS

The current crop of robo-advice tools available to advisers are limited and “devoid of personalisation” according to Intiger Asset Management founder, Mark Fisher....

INDUSTRY NEWS

Fintech start-up Suitebox has been crowned as the winner of KPMG’s global Fintech Innovation Challenge, receiving recognition in the mobile category....

INDUSTRY NEWS

New Roy Morgan research confirms that Australians still aren’t making genuine plans for their retirement until it is almost too late....

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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