FINANCIAL PLANNING

INDUSTRY NEWS

Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....

INDUSTRY NEWS

ClearView Wealth has denied reports that it is exploring sales alternatives saying no proposal has been received....

INDUSTRY NEWS

Over one in three Australians will delay plans to have children because of the costs of raising a family, according to new findings by Mortgage Choice....

INDUSTRY NEWS

The Federal Government has extended until next November the appointment of ASIC Commissioner, Greg Tanzer....

INDUSTRY NEWS

Adelaide-based Goldsborough Financial Services has returned to 100 per cent partner control with the exit of a 49 per cent private equity stakeholder....

INDUSTRY NEWS

ASIC issues draft guidance which would require licensees to ensure access is available to client records even if advisers no longer work for them....

INDUSTRY NEWS

Australia’s financial advisers are pioneers of reform, plotting the path to professionalism for other sectors to follow, a financial services broker believes...

INDUSTRY NEWS

ASIC’s Wealth Management Project has claimed its tenth scalp, banning a former NAB authorised representative. ...

INDUSTRY NEWS

XPLAN customisation specialist sees ready market in self-licensed planning sector....

INDUSTRY NEWS

Hundreds of advice firms may not have PI policies that meet ASIC’s RG126 requirements, a report reveals....

INDUSTRY NEWS

ASIC has issued a discussion paper on the new Life Insurance Framework with a tough analysis of the clawback arrangements....

INDUSTRY NEWS

The Paul Barrett-led AZ NGA dealer group play has signed up RI Toowoomba, bringing the number of firms now under its umbrella to seven....

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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 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 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 4 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