FINANCIAL PLANNING

INDUSTRY NEWS

Take-over tussle for Trust continues as Perpetual ramps up offer....

INDUSTRY NEWS

ASIC’s senior executive leader Ged Fitzpatrick has defended the role of fast-tracked pre-election regulatory change in the wake of RG148....

INDUSTRY NEWS

The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....

INDUSTRY NEWS

Former Opes Prime Stockbroking director Julian Smith has been found not guilty of dishonestly breaching his duties as director in the Victorian Supreme Court. ...

INDUSTRY NEWS

FOFA regulations require planners to outline platform and investment choices in SOAs....

INDUSTRY NEWS

The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...

INDUSTRY NEWS

Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....

INDUSTRY NEWS

Former ACCC chairman Graeme Samuel says the issues which prompted the Commission to reject NAB’s bid for AXA Asia-Pacific have changed little....

INDUSTRY NEWS

New research released this week by life insurer, TAL, has valued the work of stay at home parents at more than $22 billion a year....

INDUSTRY NEWS

NAB Asset Servicing has renewed its custody mandate with UBS Global Asset Management....

INDUSTRY NEWS

The Fold Legal launches three new online learning modules in its Financial Advice Series....

INDUSTRY NEWS

Mint Wireless launches mobile payment platform aimed reducing time to market....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

5 months 4 weeks ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 5 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 3 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 4 days ago