FINANCIAL PLANNING

INDUSTRY NEWS

Super funds declined for the first quarter of 2015/16 amid market volatility and significant exposure to equities, SuperRatings data showed....

INDUSTRY NEWS

Prescott Securities has appointed Malcolm Caire as its head of advisory to lead its family office concept....

INDUSTRY NEWS

Despite moves to make the advice industry more transparent, it was surprising that direct property was still not a financial product, according to financial planner Lisa ...

INDUSTRY NEWS

ASIC has announced the permanent banning of a former Westpac authorised representative from providing financial services....

INDUSTRY NEWS

Advisers need to objectively test the risk tolerance of all investors and should not superimpose their own preferences, FinaMetrica believes....

INDUSTRY NEWS

Former Zurich business development manager, Jason Milosevski, has been appointed as Synchron’s Victorian state manager....

INDUSTRY NEWS

The FPA said the recent life/risk debate focused on remuneration rather than the quality of advice as it launched an advice guide....

INDUSTRY NEWS

Westpac responds to new liquidity requirements with a rise in interest rates and a $3.5 billion capital raising....

INDUSTRY NEWS

A mortgage broking firm has changed its Chinese-language advertisements after ASIC was concerned their statements could be misleading or deceptive....

INDUSTRY NEWS

As a pure investment house, BTIM believes asset management firms are steering towards providing more solutions than just beta products, as investors demand more income in...

INDUSTRY NEWS

Specialist lawyer urges advice firms to be wary of any moves by ASIC to have licensees trade away the monetary limits applying to EDR schemes such as FOS....

INDUSTRY NEWS

The paper on an industry funding model for ASIC fails to highlight its merits compared to alternative models working well in other jurisdictions, the Governance Institute...

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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