FINANCIAL PLANNING

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....

INDUSTRY NEWS

The ANZ has issued a formal statement denying claims by two sacked global market traders of a culture of sex, drugs and alcohol. ...

INDUSTRY NEWS

Qualified financial services candidates in short supply in NT but employers not willing to grow their own CFPs, according to new research....

INDUSTRY NEWS

A former financial adviser is facing sentencing after pleading guilty to dishonestly using client collateral in margin loans applications. ...

INDUSTRY NEWS

Bell Financial Group is starting 2016 on a high, following the announcement of a 165 per cent increase in pre-tax profits....

INDUSTRY NEWS

More than half of Australian employers monitor their staff members’ internet use, with a further 27 per cent blocking access to online shopping sites, a survey reveals....

INDUSTRY NEWS

ASIC has banned a former ANZ authorised representative for 10 years for contravening financial services laws via misleading and deceptive conduct....

INDUSTRY NEWS

Financial advisers were ‘pawns’ in the financial industry to distribute products in the past, but this will no longer cut muster, a consultant firm principal believes. ...

INDUSTRY NEWS

Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....

INDUSTRY NEWS

Despite studies finding strong links between rising income inequality and lower life satisfaction Australians seem to be unfazed, according to research by Said Business S...

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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 1 day ago