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FINANCIAL PLANNING

INDUSTRY NEWS

A change in attitude towards money and out-dated trust fund structures were acting as a lethal combination, leading to increased trust fund disputes....

INDUSTRY NEWS

The term robo-advice needs to be better defined as reflecting its current focus on compliance and risk profiling instead of actual advice, according to the head of an adv...

INDUSTRY NEWS

Despite being more worried about retirement income shortfall, Australian women gave less thought towards planning forward than men....

INDUSTRY NEWS

Planning group signs with superannuation and corporate compliance software to offer accountants licensing solution....

INDUSTRY NEWS

Former NAB financial planner, Graeme Cowper, has commenced defamation proceedings against Fairfax Media, two of its journalists, and whistle-blower, Jeff Morris....

INDUSTRY NEWS

Platforms have been usurping the role of advisers by constructing barriers to entry, according to Heathcote Investments Partners director, Clayton Coplestone....

INDUSTRY NEWS

Digital and robo-advice has the potential to reduce costs on simple advice to around one-hundredth of their current levels, according to a cloud based platform provider....

INDUSTRY NEWS

ASIC began proceedings in the Victorian Federal Court against failed land banking company Midland HWY, for appointing Hall Chadwick as administrators without notifying in...

INDUSTRY NEWS

Financial services lawyer, Peter Bobbin, warns that ASIC has neither the culture nor the expertise to handle a product intervention power....

INDUSTRY NEWS

Former clients of WealthSure authorised representative, Colin Oberg, have secured a Federal Court ruling ordering the firm to pay $865,000 in compensation....

INDUSTRY NEWS

Building consumer trust - not digital disruption - is the biggest challenge facing the wealth management industry, delegates at Money Management’s Platforms and Wraps con...

INDUSTRY NEWS

A Queensland couple are facing civil action over allegations that they have been providing financial services without and AFSL....

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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...

1 week ago

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

2 weeks ago

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....

1 week 2 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...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago