FINANCIAL PLANNING

INDUSTRY NEWS

APRA has changed its stance on religious charitable development funds (RCDFs) in response to submissions from stakeholders. ...

INDUSTRY NEWS

Perpetual boss Geoff Lloyd said the group had restructured its advice business to position it well for the anticipated return to full advice and equities....

INDUSTRY NEWS

Seventeen institutional investors from Australia, Japan, the UK, Korea and Switzerland have anted up more than US$300 million to complete the first close of the AMP Capit...

INDUSTRY NEWS

Following calls by the FPA for industry to work together in raising awareness around the benefits of financial advice, both ASIC and the FOS have given their support to F...

INDUSTRY NEWS

SFG positions for growth based on convergence of planning and accounting....

INDUSTRY NEWS

The outlook for emerging markets remains positive, despite some significant headwinds experienced over recent months, according to Neuberger Bergman specialist, Gorky Urq...

INDUSTRY NEWS

SuperChoice has successfully processed some of its first SuperStream transactions via its SuperGATE Rollover Gateway solution....

INDUSTRY NEWS

The CSIRO and Monash University have launched a specialist superannuation research cluster....

INDUSTRY NEWS

Asteron Life has launched what it is describing as an "Adviser Support Package" which it says contains tools to help financial advisers better engage with their clients o...

INDUSTRY NEWS

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

INDUSTRY NEWS

A US-based online brokerage has ceased providing new margin loans to its Australian clients following an investigation into the conditions of its AFSL....

INDUSTRY NEWS

Dealer services model offers succession plans to more than 700 planners....

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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