FINANCIAL PLANNING

INDUSTRY NEWS

Ibbotson will expand its presence into the retail financial advisory space as it seeks to sign more financial planning groups to its implemented model portfolios offering...

INDUSTRY NEWS

IOOF has secured access to the syndicated loan market for its national network of advisers. ...

INDUSTRY NEWS

The Senate Committee reviewing ASIC will be looking well beyond the issues of the 2011 Commonwealth Financial Planning enforceable undertaking. ...

INDUSTRY NEWS

Money Management/FPA breakfast will debate the planning policy issues before, during and after the Federal Election at an upcoming Thought Leadership breakfast....

INDUSTRY NEWS

AIA Australia has this week unveiled a range of product enhancements to its Priority Protect product suite....

INDUSTRY NEWS

Annuities specialist Challenger Limited has set itself a target which will make it the highest-selling annuity provider in the Australian wealth management market....

INDUSTRY NEWS

Omega Global Investors has sought to promote its methodology which it claims has proved more accurate in identifying mis-priced credit....

INDUSTRY NEWS

Legal advisory firm The Fold has moved to enhance the availability of its FOFA White Pages offering into an online product....

INDUSTRY NEWS

The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....

INDUSTRY NEWS

The FPA has been foremost in welcoming the Coalition’s breakthrough on the TASA legislation delivering planners a further 12 months’ exemption. ...

INDUSTRY NEWS

ASFA's Pauline Vamos argues the increasing complexity involved in dealing with post-retirement issues justifies a specialist qualification for planners. ...

INDUSTRY NEWS

Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....

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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