FINANCIAL PLANNING

INDUSTRY NEWS

Newly-formed boutique dealer group Bombora Advice has picked up a Queensland life risk firm as it eyes two other practices expected to sign later this month....

INDUSTRY NEWS

Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...

INDUSTRY NEWS

SPAA claims that explanatory statements to FOFA amendments will be ineffective and best interest duty and conflicted remuneration should be defined within legislation....

INDUSTRY NEWS

The Financial Service Inquiry is unlikely to drive deep changes to the financial services sector according to an analysis of the 270 submissions made to the inquiry....

INDUSTRY NEWS

Super funds have received a deadline extension to 1 July 2015 for compliance with fee and cost disclosure requirements....

INDUSTRY NEWS

Westpac’s business customers are the most optimistic about the Australian economy of the Big Four, the latest Roy Morgan Research Business Survey reveals....

INDUSTRY NEWS

Shine Lawyers is set to launch as class action against Sandhurst Trustees after securing a Federal Court ruling relating to the $30 million collapse of failed property le...

INDUSTRY NEWS

The group risk space has grown by almost a third in the last year, new data shows. ...

INDUSTRY NEWS

Financial regulators are failing Australian consumers by not clamping down on confusing and misleading adverting campaigns, People’s Choice Credit Union managing director...

INDUSTRY NEWS

ASIC permanently bans adviser after finding he disbursed client funds to parties related to the adviser....

INDUSTRY NEWS

CommFP counters claims by ASIC that it was not informed of key elements of client compensation arrangements...

INDUSTRY NEWS

The lead auditor for the Banksia Financial Group will be barred from practising for five years as part of the ongoing investigation into the group being conducted by the ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 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 2 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 1 day ago

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

2 weeks 3 days ago