FINANCIAL PLANNING

INDUSTRY NEWS

OneVue has upgraded its Unified Managed Account platform to offer two separate investment package options plus a simplified fee structure....

INDUSTRY NEWS

Russell Investments has signalled a renewed focus on the superannuation and life insurance sectors via the appointment of Jodie Hampshire as its new head of institutional...

INDUSTRY NEWS

Veda has entered into a strategic alliance with NECDL, the company responsible for delivering a national electronic conveyancing solution to the Australian property indus...

INDUSTRY NEWS

The directors of Bravura Solutions have accepted an offer from Ironbridge Capital to purchase all the remaining stock of Bravura at a premium of 0.28 cents per share and ...

INDUSTRY NEWS

PriceWaterhouseCoopers will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in its Enforceable Underta...

INDUSTRY NEWS

The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...

INDUSTRY NEWS

An independent expert will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in the Enforceable Undertak...

INDUSTRY NEWS

The chairman of the Senate Committee reviewing ASIC laments that its greatest successes appear to have occurred after the damage has already been done....

INDUSTRY NEWS

New international data confirms more than half the world’s security exchanges have been targeted by cyber attacks....

INDUSTRY NEWS

A former Bell Potter Securities client adviser has been permanently banned from providing financial services after he was convicted of offences involving dishonesty. ...

INDUSTRY NEWS

Difficulties in securing finance will deplete independent planner space....

INDUSTRY NEWS

ASIC signals it will look to the most senior levels when it detects a bad compliance culture....

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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