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FINANCIAL PLANNING

INDUSTRY NEWS

Australian Mutual Holdings Limited receives $20,400 in penalties after ASIC issues two infringement notices over PDSs. ...

INDUSTRY NEWS

AMP's first wave of 46 job losses appears to be just the start of staged plans to substantially reduce staffing numbers across the business, the Finance Sector Union (FSU...

INDUSTRY NEWS

With less than a week till the ceremony, excitement is building for Money Management and Lonsec’s night of nights – Fund Manager of the Year. ...

INDUSTRY NEWS

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

INDUSTRY NEWS

ASIC has accepted an enforceable undertaking from a Gold Coast advisory group related to deficiencies in monitoring and supervising its planners...

INDUSTRY NEWS

The FPA is concerned that Budget cuts impacting ASIC may, in turn, impact planners in higher costs....

INDUSTRY NEWS

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has been told by the Government to “adjust its priorities” to achieve savings of $120.1 million over five year...

INDUSTRY NEWS

Government moves to include untaxed super in Seniors Health Card assessment while abolishing Seniors Supplement from 1 July....

INDUSTRY NEWS

The Government has, as expected, introduced a three-year levy on Australians earning over $180,000 while closing off FBT loopholes....

INDUSTRY NEWS

Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...

INDUSTRY NEWS

High levels of debt and house prices set up Australian banks for crash they are unlikely to survive without recourse to tax-payer funds. ...

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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...

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

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So we are now underwriting criminal scams?...

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

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

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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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