FINANCIAL PLANNING

INDUSTRY NEWS

PwC partner, Anne Loveridge walked away with the crowning jewel of the Woman of the Year at the Women in Financial Services awards 2015. ...

INDUSTRY NEWS

AMP’s closure of Genesys Wealth Advisers has weighed on its third quarter cashflows....

INDUSTRY NEWS

Money Management is proud to announce the winners of this year’s Women in Financial Services Awards....

INDUSTRY NEWS

The FPA has provided Treasury with its submission on the proposed industry funding model for ASIC. In its submission, the FPA has highlighted its concerns about the equit...

INDUSTRY NEWS

Mark O’Toole, the founder and managing director of Ascent Private Wealth, has been appointed to the FPA Board....

INDUSTRY NEWS

Following a redesign of the AFA’s leadership team, the association has appointed Roz Kaye to the newly created role of member services manager....

INDUSTRY NEWS

Women are still playing catch-up to men when it comes to retirement income and it is seemingly not getting any easier. Jassmyn Goh finds out what can help half the popula...

INDUSTRY NEWS

Following an ASIC investigation on contraventions of the Corporations Act, Ostrava Equities and its related equities have been appointed provisional liquidators....

INDUSTRY NEWS

A wholesale service provider’s AFSL has been cancelled by ASIC at the business’s request, two months after the regulator suspended it....

INDUSTRY NEWS

The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...

INDUSTRY NEWS

Consumers go to planners with the belief that they are professionals in the same context as lawyers and accountants, and are surprised when they find otherwise....

INDUSTRY NEWS

NAB’s remediation scheme must be fair and equitable, if it is to work to restore trust in the financial advice sector, Slater and Gordon believes....

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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 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

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

2 weeks 6 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 4 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 5 days ago