FINANCIAL PLANNING

INDUSTRY NEWS

A survey of APRA clients and users has rated it positively, but no references were made to Trio/Astarra....

INDUSTRY NEWS

The distinction between wholesale and retail clients has been a fundamental part of the financial services laws since the 2004 Financial Services Reform legislation. Howe...

INDUSTRY NEWS

The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....

INDUSTRY NEWS

Recently launched Xpress Super has added Macquarie’s Separately Managed Account (SMA) product Macquarie Personal Portfolio to its platform....

INDUSTRY NEWS

State Street Global Advisers has launched an international equities ETF that it claims mitigates currency risk....

INDUSTRY NEWS

Manny Pohl has launched a long only, high conviction, growth style equity fund via his newly-formed EC Pohl & Co....

INDUSTRY NEWS

Homesafe Solutions believes market conditions have generated an environment conducive to equity release products....

INDUSTRY NEWS

BetaShares has selected Rabobank Australia to join its panel of authorised deposit-taking institutions for its product, the BetaShares Australian High Interest Cash ETF....

INDUSTRY NEWS

The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....

INDUSTRY NEWS

The finance sector outlook is positive, but change will be an ongoing feature....

INDUSTRY NEWS

Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....

INDUSTRY NEWS

Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...

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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 2 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 4 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...

3 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....

2 weeks 2 days ago