FINANCIAL PLANNING

INDUSTRY NEWS

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

INDUSTRY NEWS

BT Financial Group will refund some of its BT Wrap and BT SuperWrap customers after it was discovered they had been paying adviser fees above that of disclosed percentage...

INDUSTRY NEWS

The Shadow Assistant Treasurer, Senator Mathias Cormann, says the Government has downgraded the Financial Services and Superannuation portfolio....

INDUSTRY NEWS

ASIC doubles NTA levels for custodians and IDPS providers ...

INDUSTRY NEWS

The Federal Court has given ASIC the green light to pursue Storm founders in court over the failure of the dealer group. ...

INDUSTRY NEWS

ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....

INDUSTRY NEWS

The legislation enshrining the term 'financial planner/adviser' will only become law if the Prime Minister, Kevin Rudd, names a later election date. ...

INDUSTRY NEWS

David Bradbury replaces Bill Shorten in Financial Services portfolio....

INDUSTRY NEWS

Bravura has received an offer from Ironbridge Capital to purchase 100 per cent of its shares and options. ...

INDUSTRY NEWS

The Trust Company has delayed its planned takeover by Perpetual as it seeks a meeting with Equity Trustees to discuss how the latter calculated its cost synergy figures i...

INDUSTRY NEWS

The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....

INDUSTRY NEWS

Accounting and financial planning business WHK has announced it will change its name to Crowe Horwath Australasia at the end of next month, in a bid to improve the compan...

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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 3 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 4 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 1 day ago