FINANCIAL PLANNING

INDUSTRY NEWS

Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...

INDUSTRY NEWS

SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....

INDUSTRY NEWS

Equity Trustees will extend the closing period for its take-over offer for The Trust Company to 30 September, citing its revised offer to Trust and a pending review of a ...

INDUSTRY NEWS

The NSW Court of Appeal has rejected a bid by three of Perennial’s directors to extract a multi-million dollar loss of control payment from IOOF. ...

INDUSTRY NEWS

The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...

INDUSTRY NEWS

The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...

INDUSTRY NEWS

Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....

INDUSTRY NEWS

ASIC has raised concerns about the standard of record-keeping practices of a number of Australian credit licensees. ...

INDUSTRY NEWS

UBS has paid $30,000 in relation to an infringement notice from the Markets Disciplinary Panel. ...

INDUSTRY NEWS

Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....

INDUSTRY NEWS

CommInsure launches new service aimed at speeding up coverage for Colonial First State clients. ...

INDUSTRY NEWS

The new Federal Treasurer, Chris Bowen, will be a keynote speaker at the forthcoming Financial Services Council conference....

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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....

1 week 6 days 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 ago

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

2 weeks 4 days ago