FINANCIAL PLANNING

INDUSTRY NEWS

Financial advisers have been encouraged to tackle diversifiable and systematic risk simultaneously to meet the needs of a growing base of retirees seeking advice. ...

INDUSTRY NEWS

ASIC has accepted an enforceable undertaking (EU) from PGW Financial Services....

INDUSTRY NEWS

The Chief Ombudsman has sought to refute claims that FOS is unaccountable and in urgent need of review....

INDUSTRY NEWS

Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...

INDUSTRY NEWS

The Commonwealth Bank has emerged a winner for customer satisfaction despite it being embroiled in scandals and bad publicity....

INDUSTRY NEWS

Banks’ efforts to capture lending market share has led to a surge in demand for mortgage experts, according to a Hays survey....

INDUSTRY NEWS

Market newcomer, Bombora Advice’s approach to partnering licensees proved irresistible to risk specialists, SME Wealth Protection and RPS Advisory Group....

INDUSTRY NEWS

Financial advisers’ high regulatory burden is the product of a system that wrongly fails to distinguish “high risk” and “low risk” advice, an adviser believes....

INDUSTRY NEWS

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

INDUSTRY NEWS

Financial planning practices are keen to grow their client base in the year ahead, but few intend on boosting planner numbers to achieve this, a survey reveals....

INDUSTRY NEWS

Changes to regulatory regimes should not come at extra cost to the financial services sector but from alignment of current regimes....

INDUSTRY NEWS

PIS has completed a monitoring program with ASIC stating the group had made significant improvements in compliance and audit functions...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 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 ...

3 weeks 4 days 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...

3 weeks 3 days ago

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

2 weeks 5 days ago