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FINANCIAL PLANNING

INDUSTRY NEWS

The Commonwealth Bank has used its second FSI submission to back a US-style approach to the implementation of a natioanl register of financial planners....

INDUSTRY NEWS

FinTech startups could disrupt the regulatory order, a lawyer warns, with systemic tweaks needed to align regulation with the new, virtual environment. ...

INDUSTRY NEWS

AREITs have performed well for the past 12 months but still hold concentration risk across a range of funds according to research house Lonsec....

INDUSTRY NEWS

Westpac has recruited internally to promote a 15-year veteran to the GM Global Transaction Service role....

INDUSTRY NEWS

Challenger launches notes issue aimed at raising $250 million to expand annuities business....

INDUSTRY NEWS

AIA extends the number of platforms on which its insurance offerings are available....

INDUSTRY NEWS

EQT and Dundas have added their EQT Dundas Global Equity Fund to the ASX-backed mFund settlement service....

INDUSTRY NEWS

NAB launches super clearing house product amid SuperStream implementation....

INDUSTRY NEWS

A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...

INDUSTRY NEWS

Australian Unity says its financial services expansion plan hinges on the changing regulatory landscape, with the group hoping to pick up smaller advisory firms strugglin...

INDUSTRY NEWS

Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....

INDUSTRY NEWS

Platforms should report adviser fraud to licensees despite not being required under law to do so....

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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 day 4 hours ago

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

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

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

3 days ago