FINANCIAL PLANNING

INDUSTRY NEWS

While super reforms are important to help close the gender gap in retirement income, there are other external issues to super that have a greater impact, according to AIS...

INDUSTRY NEWS

Super administration remaining just a record-keeping service is not sustainable and funds should invest in technology to stand out from the crowd....

INDUSTRY NEWS

Shaw and Partners has appointed an institutional equities specialist to grow its institutional business capabilities....

INDUSTRY NEWS

Financial planners have a key role in educating consumers that life cover provided in super may not be enough....

INDUSTRY NEWS

ASIC said it is largely supportive of robo-advice as it can reduce the cost of advice for consumers but warned it comes with unique regulatory challenges....

INDUSTRY NEWS

The FPA announces policy chief Dante De Gori as the successor to Mark Rantall as CEO....

INDUSTRY NEWS

CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...

INDUSTRY NEWS

ASIC has accepted EUs from three J.P. Morgan foreign financial services providers for failing to comply with disclosure requirements of ASIC’s exemptions....

INDUSTRY NEWS

Dante De Gori has been announced as new FPA chief executive to succeed Mark Rantall who departs in February. ...

INDUSTRY NEWS

Canadian financial planners perceive Australia’s removal of commissions as a fail which has created an advice gap....

INDUSTRY NEWS

Almost 70 per cent of banking and finance employees wanted to stay with one employer for more than five years if they were offered career progression opportunities....

INDUSTRY NEWS

The Federal Treasurer, Scott Morrison, sees opportunities for Australian planners in an increasingly affluent but ageing China....

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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 3 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 6 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...

4 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 4 days ago