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FINANCIAL PLANNING

INDUSTRY NEWS

Bombora Advice has appointed Kevin Martin as chairman, who will begin his role in January next year....

INDUSTRY NEWS

ASIC has imposed new licence conditions on Morgans Financial Limited after it found several breach incidents over recent years. ...

INDUSTRY NEWS

New calls have emerged for the merger of the FPA and AFA, and a clear dividing line between advice and product....

INDUSTRY NEWS

Spring Financial Group declares intention to grow planning business via franchise-based expansion....

INDUSTRY NEWS

Recently announced life/risk reforms ensure ongoing viability of personal risk advice compared to the risks of disruption inherent in the initial recommendations....

INDUSTRY NEWS

The FSC has congratulated Helen Rowell on her new appointment as APRA full-time deputy chair, and pointed to her consultative approach in her dealings with the industry a...

INDUSTRY NEWS

APRA has appointed former Suncorp Life CEO, Geoff Summerhayes as a member, while Helen Rowell has been appointed full-time deputy chair until 2018. ...

INDUSTRY NEWS

Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....

INDUSTRY NEWS

Financial services specialist, Fiducian Group, has announced a series of enhancements to its online offering in a bid to help support Australian financial planners....

INDUSTRY NEWS

Beacon Financial Group has signed on as the first distributor of new super fund, Endeavour Super, while selecting OneVue’s Luminous as its platform. ...

INDUSTRY NEWS

The mainstream media’s over-reaction to normal market events is damaging the financial services industry....

INDUSTRY NEWS

The Italian Azimut-backed Paul Barrett-led AZ NGA has signed up another planning business - Harvest Wealth....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 day 3 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

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

2 days 23 hours ago