FINANCIAL PLANNING

INDUSTRY NEWS

Australian financial advisers appear to be sensing broader community negativity about the general outlook for the economy, according to the latest sentiment data released...

INDUSTRY NEWS

BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...

INDUSTRY NEWS

FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....

INDUSTRY NEWS

The mortgage and finance broking industry is facing a shortage of young people entering the profession, due largely to a lack of understanding about how to get started as...

INDUSTRY NEWS

Planners will be spoilt for choice as the battle for financial planning software moves from the desktop to the cloud, with new entrant OpenWealth set to launch an online ...

INDUSTRY NEWS

Australian online broking clients are the most loyal in the world, despite mid-ranking levels of satisfaction with their brokers. ...

INDUSTRY NEWS

Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...

INDUSTRY NEWS

AIOFP has partnered with Instreet to roll out a structured product for its members, as optimism comes back to the market....

INDUSTRY NEWS

Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...

INDUSTRY NEWS

More than 17 per cent of Australians unable to access banking, credit or insurance products...

INDUSTRY NEWS

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

INDUSTRY NEWS

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

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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 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 2 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 3 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 ago