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FINANCIAL PLANNING
INDUSTRY NEWS
MDS Financial Group will rebrand as Sequoia Financial Group Limited, after shareholders approved the name change....
INDUSTRY NEWS
Five Victorian boutique financial advisory firms have moved from wrap platforms to MDA services in partnership with Managed Accounts Holdings. ...
INDUSTRY NEWS
The AFA has called on the Government to fund or subsidise a financial literacy program to help close the gender gap in retirement....
INDUSTRY NEWS
Financial planning firm, Health & Finance Integrated, moves under Australian Unity Personal Financial Services umbrella....
INDUSTRY NEWS
TAL has launched a risk office hub for its advisers, which allows them to access meeting rooms in five capital cities....
INDUSTRY NEWS
The Commonwealth Bank has appointed AMP's Hugh Humphrey as its new Bank Financial Planning General Manager. ...
INDUSTRY NEWS
The Commonwealth Bank has emerged with a win as the NSW Supreme Court awards $300,000 in damages to a senior executive who successfully pursued an advice-related defamati...
INDUSTRY NEWS
YBR founder, Mark Bouris, claims the unmet demand for advice won’t be achieved via the traditional, holistic advice model....
INDUSTRY NEWS
Talk of the demise of asset consultants is greatly exaggerated, a leading investment consultant believes....
INDUSTRY NEWS
The exposure draft legislation on the new Life Insurance Framework has confirmed the centrality of ASIC with respect to remuneration and the clawback....
INDUSTRY NEWS
Calls for the AFA and FPA to unite to form a single representative voice for financial advisers, is unlikely to result in a marriage between the two groups....
INDUSTRY NEWS
Assistant Treasurer, Kelly O’Dwyer, has committed to implementing appropriate transitional arrangements for planners impacted by increased educational standards....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...