FINANCIAL PLANNING

INDUSTRY NEWS

RE/MAX Australia has launched a finance arm in partnership with mortgage aggregator Vow Financial to offer a full suite of financial services to homebuyers....

INDUSTRY NEWS

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

INDUSTRY NEWS

Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...

INDUSTRY NEWS

Fidelity Worldwide Investment is the latest company to join Calastone's global transaction network....

INDUSTRY NEWS

Universities-based industry fund, UniSuper has changed group superannuation providers, with TAL winning the mandate....

INDUSTRY NEWS

State Street Global Advisors has entered into a joint venture to extend its reach into the domestic Chinese funds management market....

INDUSTRY NEWS

Becoming a true profession will help the financial planning industry get rid of its bad apples, according to Perpetual chief executive Geoff Lloyd....

INDUSTRY NEWS

The ACCC has raised concerns that Perpetual's proposed acquisition of The Trust Company would entrench its position in a number of market areas and is seeking further in...

INDUSTRY NEWS

Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....

INDUSTRY NEWS

Perth securities dealer Stellar Securities has had its Australian financial services licence cancelled after it failed to comply with its financial requirement conditions...

INDUSTRY NEWS

Law firm warns that ratings houses could be partially liable for money lost by investors in financial products they rate, following a landmark ruling in the Australian Fe...

INDUSTRY NEWS

The FSC has announced a long-term alliance with First Nations Foundation to expand its financial literacy program for indigenous Australians....

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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 ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 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 5 days ago