FINANCIAL PLANNING

INDUSTRY NEWS

Rob De Dominicis becomes CEO of GBST, while John Puttick retires as chair to be replaced by former Volante CEO, Allan Brackin....

INDUSTRY NEWS

Sentry Group announces business and management restructure following the acquisition of Wealthsure....

INDUSTRY NEWS

Investors are being urged to prepare for continued volatility across global financial markets in the first half of 2016....

INDUSTRY NEWS

ASIC releases rules that apply Australia’s compulsory central clearing regime for over the counter (OTC) derivatives of financial institutions....

INDUSTRY NEWS

The Association of Financial Advisers has warned against the costs and duplication associated with allowing licensees to have their own codes of conduct....

INDUSTRY NEWS

Household debt in Australia is four times what it was in 1988 on the back of historically low interest rates and low unemployment. ...

INDUSTRY NEWS

Former Secuitor practice, Experience Wealth, has gone it alone with an AFSL aimed directly at Gen X and Y clients....

INDUSTRY NEWS

Perpetual will continue to expand its advice services for medical specialists through its acquisition of Fintuition....

INDUSTRY NEWS

Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....

INDUSTRY NEWS

A South Australian accountant has been ordered to pay more than $400,000 plus costs after advising a client to invest substantial sums in failed agriculture schemes....

INDUSTRY NEWS

The FPA welcomed former FPA chair, Julie Berry’s appointment to the Tax Practitioners Board, saying she would represent financial advisers....

INDUSTRY NEWS

More Australians were sacrificing or delaying life goals in order to be able to buy a home and afford a mortgage, a survey shows....

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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