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FINANCIAL PLANNING

INDUSTRY NEWS

The financial services industry’s gender composition at the executive level should better reflect the customer base, ING Direct said....

INDUSTRY NEWS

Applying a gender lens on policy and tax reform will help combat the many women retiring in poverty, according to a panel....

INDUSTRY NEWS

NAB become first of large scale banks to offer digital advice, but distances itself from ‘robo-advice’ label....

INDUSTRY NEWS

ASIC has urged advisers and licensees to update details on its Financial Adviser Register (FAR) or be hit with new fees and charges....

INDUSTRY NEWS

Attempts to implement changes and “restore confidence” in the FSU by the union’s national secretary, Fiona Jordan, are being stymied by a “hostile national executive”....

INDUSTRY NEWS

Women who want to get ahead in the financial services industry need to get in touch with people they aspire to be, an IFA independent director believes....

INDUSTRY NEWS

Regulators like ASIC and APRA were requesting their overseas counterparts to help them scrutinise financial institutions, a law firm said....

INDUSTRY NEWS

Robo-advice will change the face of financial services across Asia-Pacific by giving opportunities to underbanked markets, according to online investment adviser Stockspo...

INDUSTRY NEWS

Former adviser, based in Victoria, banned for five and half years for inappropriate advice and potentially misleading clients....

INDUSTRY NEWS

A study of US fund managers found less than 10 per cent of fund managers were women. much lower than female accountants or auditors....

INDUSTRY NEWS

A NSW-based tax and credit agent has been banned from providing financial services for four years after signing off on false documents created by his ex-wife....

INDUSTRY NEWS

The financial services industry needs to have an integrated approach to product development and communication that does not divide the genders, ING Direct believes....

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