FINANCIAL PLANNING

INDUSTRY NEWS

Robo-advice is continuing to make inroads but the demand for good face to face advice in Australia is still largely unmet....

INDUSTRY NEWS

ASIC has accepted an enforceable undertaking from a Queensland-based ClearView representative who failed to comply with financial services laws....

INDUSTRY NEWS

The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....

INDUSTRY NEWS

Financial advisers will need to up their information security game as sophistication and stealthy nature of information attacks have increased, according to Midwinter....

INDUSTRY NEWS

High net worth individuals looking to invest in technology are being urged to seek specialist advice as the sector slows down....

INDUSTRY NEWS

A former Macquarie Equities Limited representative has been banned from providing financial services following investigations by ASIC as part of its Wealth Management Pro...

INDUSTRY NEWS

JB Were has entered a research and distribution alliance with UBS as NAB takes full ownership....

INDUSTRY NEWS

Ex-financial adviser, Thanh Tu, will serve a minimum of three years in prison after pleading guilty to 33 counts of fraud and 21 counts of fraudulent falsification of rec...

INDUSTRY NEWS

Asteron Life is offering advisers a new framework of commission options consistent with LIF compliance....

INDUSTRY NEWS

As Australia’s major planning organisations argue the case around education standards, their Canadian counterparts also see education and certification as a key....

INDUSTRY NEWS

Robo-advice should be used to examine investors’ choices and enhance their investments rather than starting from scratch. ...

INDUSTRY NEWS

HUB24 has reported its gross inflows for the second quarter of FY2016 of $406 million, taking total FUA to $2.37 billion....

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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