FINANCIAL PLANNING

INDUSTRY NEWS

Financial difficulty disputes declined by 12 per cent over the last 12 months despite the controversies engulfing the planning sector....

INDUSTRY NEWS

NAB Wealth has confirmed it is writing letters to clients it believes may have received inappropriate advice....

INDUSTRY NEWS

ASIC has permanently banned Isaac Hakim from providing financial services after he misled clients on broker fees and insurance premiums....

INDUSTRY NEWS

MDS Financial Group has acquired 100 per cent of Sequoia Wealth Group and will rebrand as Sequoia....

INDUSTRY NEWS

The Paul Barrett-led AZ NGA Group has taken a 51 per cent stake in Gareth Hall’s Wise Planners business....

INDUSTRY NEWS

Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...

INDUSTRY NEWS

Financial planners must avoid jargons and technical terms and find other ways to communicate with female clients about their finances to put them at ease, a financial pla...

INDUSTRY NEWS

Half the population is female and if the planning industry does not address that segment it is losing out on finding the best planners, according to StatePlus....

INDUSTRY NEWS

The AFA has turned to Adviser Ratings to help educate the public about the value of financial advice....

INDUSTRY NEWS

The wealth management industry needs to identify, understand, and tackle the complex issues surrounding the financial abuse of the elderly....

INDUSTRY NEWS

Superannuation administration platform and dealer group services firm HUB24 has rebuffed IOOF’s acquisition bid as “inadequate”....

INDUSTRY NEWS

The AFA has appointed Samantha Clarke to the new role of general manager, policy, professionalism and marketing, after Phil Anderson’s departure....

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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