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FINANCIAL PLANNING

INDUSTRY NEWS

Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....

INDUSTRY NEWS

The CBA has used its AGM to stress the "vigour" with which it approached its recently-launched advice remediation program, admitting it responded far too slowly to consum...

INDUSTRY NEWS

Financial advisers need to start being digital application doctors to their clients and think about what applications they can use to help clients....

INDUSTRY NEWS

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

INDUSTRY NEWS

Adviser Ratings says the fact it has signed up 1000 advisers in its first month is validation that planners want change from their dealer groups, particularly when it com...

INDUSTRY NEWS

NAB has become the first of the Big Four banks to move towards a settlement over a long-running late fees class action. ...

INDUSTRY NEWS

Financial advisers to gain access to credit reporting training after Kaplan strikes deal with Australian Retail Credit Association (ARCA)....

INDUSTRY NEWS

FSC has named former broadcaster and journalist and current director of media and public affairs for Coca-Cola Amatil, Sally Loane, as its new chief executive to succeed ...

INDUSTRY NEWS

FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...

INDUSTRY NEWS

Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....

INDUSTRY NEWS

SQM Resarch declares its intention to move beyond property and into funds ratings, starting with alternative assets and fixed income....

INDUSTRY NEWS

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

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MARKET INSIGHTS

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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...

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