FINANCIAL PLANNING

INDUSTRY NEWS

Business and compliance matters have distracted planners away from client needs with planners still approaching advice as cottage industry...

INDUSTRY NEWS

Specialist bank Investec will boost its adviser banking services push after the sale of its specialist lending business to the Bank of Queensland. ...

INDUSTRY NEWS

New CEO appointed to Suncorp Business Services. ...

INDUSTRY NEWS

UBS Global Asset Management as introduced an Australia and New Zealand farmland investment advisory capability. ...

INDUSTRY NEWS

AMP Capital builds on its Luxembourg-based UCITS capacity. ...

INDUSTRY NEWS

Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....

INDUSTRY NEWS

Transition management specialist, John Venardos, joins Russell Investments. ...

INDUSTRY NEWS

BNP Paribas IP adds global value equity capability via alliance with Barrow Hanley. ...

INDUSTRY NEWS

The rapid expansion of the Big Four banks and AMP into financial planning could see them seize an 80 per cent stake in the advice market, research suggests. ...

INDUSTRY NEWS

Retirement savings calculations may be using incorrect values for the level of savings required creating a false gap between reality and expectations. ...

INDUSTRY NEWS

Falling interest rates has taken the sheen off term deposits, losing 36,000 customers over the last 12 months, in contrast to the SMSF sector....

INDUSTRY NEWS

Financial advice clients were charged an average of $1800 each in fees last year, largely due to the growing basket of products they were sold by advisers and brokers, re...

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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