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FINANCIAL PLANNING

INDUSTRY NEWS

Centric Wealth to combine with Financial Index Wealth Accountants in a transaction backed by KKR....

INDUSTRY NEWS

A banned Trio-linked adviser has accused ASIC of misrepresenting his wrongdoings, also pointing to political ties which he claims may have affected legal proceedings....

INDUSTRY NEWS

The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....

INDUSTRY NEWS

Government inquiry urged to consider cumulative effect of regulatory change, effectiveness of dispute resolution schemes and introduction of self-regulation....

INDUSTRY NEWS

There is a widening gap between the ideal retirement age and the real retirement age for many Australians, as they find they do not have enough money for retirement....

INDUSTRY NEWS

The Administrative Appeals Tribunal (AAT) affirms ASIC’s seven-year ban on a Wollongong financial planner from providing financial services....

INDUSTRY NEWS

Former PIS boss Robbie Bennetts claims ASIC lacks an understanding of the financial services sector, is unwilling to listen and is not trusted and respected by the financ...

INDUSTRY NEWS

Financial planner practices risk hefty fines or even imprisonment if they are caught ‘promoting’ a tax scheme. Jennifer Yeo explains....

INDUSTRY NEWS

With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...

INDUSTRY NEWS

Former Storm Financial head Emmanuel Cassimatis has alleged the group's failure was the result of ASIC actively working against it. ...

INDUSTRY NEWS

The Federal Government has appointed outgoing AMP CEO Craig Dunn to the financial system inquiry panel, along with others from the business and academic community....

INDUSTRY NEWS

HUB24 has created a white label investment platform for a CountPlus-owned dealer group....

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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...

2 weeks ago

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

3 weeks ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks 2 days ago

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...

4 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 6 days ago