FINANCIAL PLANNING

INDUSTRY NEWS

NAB has urged the simplification of advice tax deductibility rules as part of a raft of recommendations dealing with economic security for women....

INDUSTRY NEWS

Midwinter and SuiteBox have teamed up to provide virtual advice software for advisers who find it difficult to have regular face-to-face meetings with clients....

INDUSTRY NEWS

Financial advisers’ focus on “superior performance” could mean investors fail to achieve their financial goals, research reveals....

INDUSTRY NEWS

One-in-four Australian women still feel ‘scared’ or ‘sad’ when asked how the word ‘retirement’ made them feel....

INDUSTRY NEWS

A former Perth-based financial adviser has been permanently banned from the financial services industry over her conduct in advising SMSF clients....

INDUSTRY NEWS

Product intervention powers are a step in the right direction for ASIC in dealing with complex financial products, the regulator believes....

INDUSTRY NEWS

During the GFC, CFOs emerged as key allies of CEOs as their skills and experience in financing and cost management were the lifeline for many firms, according to EY....

INDUSTRY NEWS

Just under two-thirds of risk advisers consider themselves prepared for next year’s Life Insurance Framework changes....

INDUSTRY NEWS

Cultural and behavioural changes need to take place within the financial services sector if it is to remedy issues exposed by the GFC, APRA chairman Wayne Byres says....

INDUSTRY NEWS

The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....

INDUSTRY NEWS

PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to streamline voice interactions....

INDUSTRY NEWS

The Federal Treasurer, Scott Morrison, has placed personal tax rates and super tax concessions squarely on the table for discussion in remodelling tax structures....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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 4 weeks ago

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

2 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....

3 weeks 2 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 3 days ago