FINANCIAL PLANNING

INDUSTRY NEWS

The FPA has called upon both parties to commit to promoting financial advice as it would result in “an informed nation of financially enabled Australians”....

INDUSTRY NEWS

Grandfathering will remain under a Coalition Government unless the client decides otherwise....

INDUSTRY NEWS

There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...

INDUSTRY NEWS

Zenith Investment Partners has cautioned that the listed property sector is unlikely to next year repeat the strong performance it has turned in over the past 12 months. ...

INDUSTRY NEWS

IOOF has succeeded in having three of its IOOF Multimix funds qualified as Significant Investor Visa complying investments. ...

INDUSTRY NEWS

BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...

INDUSTRY NEWS

Standard Life Investments has joined with John Hancock Investments to launch a new fund into the United States. ...

INDUSTRY NEWS

Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...

INDUSTRY NEWS

A new agreement will see Future2 Foundation become the charitable foundation of the FPA. ...

INDUSTRY NEWS

Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...

INDUSTRY NEWS

When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...

INDUSTRY NEWS

Japan has embarked upon a bold new experiment to boost its moribund economy using monetary, fiscal and structural measures – the “three arrows” – and investors too will n...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 3 weeks ago

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

7 months 3 weeks ago

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

2 weeks 1 day ago

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

2 weeks 6 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 ago