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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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MARKET INSIGHTS

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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