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FINANCIAL PLANNING

INDUSTRY NEWS

Accountants are being offered a licensing solution that will enable them to continue to provide SMSF advice without the loss of client control....

INDUSTRY NEWS

New findings from a report released by Roy Morgan show that only 6.6 per cent of Australians are using an adviser or personal bank to interact with their bank....

INDUSTRY NEWS

To help build solutions and create efficiency, OnPay and AdviserLogic have integrated to make fee and commission data available for AdviserLogic users....

INDUSTRY NEWS

Curtin University research group argues the super system is skewed against women and lower income earners....

INDUSTRY NEWS

Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....

INDUSTRY NEWS

Public servants and defence personnel who are members of nine Commonwealth super schemes are getting their advice via Industry Fund Services....

INDUSTRY NEWS

IOOF has sought to defend itself in the face of a class action moves by plaintiff law firm, Maurice Blackburn, claiming the proposed action is misconceived....

INDUSTRY NEWS

Seven out of 10 people who did not seek financial advice only planned their finances for the short-term period of a year....

INDUSTRY NEWS

Deloitte Australia has today launched a new centre to assist financial services companies manage regulatory challenges across Asia Pacific....

INDUSTRY NEWS

The custody sector has assets worth around 176 per cent more than the market value of the ASX, which stands at $1.6 trillion, a custodial body said....

INDUSTRY NEWS

Macquarie grows motor finance market share via its acquisition of Esanda dealer finance from ANZ....

INDUSTRY NEWS

The Commonwealth Bank has backed the banning of two of its former CFPL advisers and claims credit for identifying the problems and cooperating in the outcome....

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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...

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

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So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

5 days 13 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 5 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 4 days ago