FINANCIAL PLANNING

INDUSTRY NEWS

Fund manager Legg Mason has picked up key mandates in partnership with IOOF....

INDUSTRY NEWS

Defence Bank joins with Western Union to offer Defence personnel an international funds transfer product....

INDUSTRY NEWS

QIC has entered an agreement with US-based Forest City Enterprises to form a joint venture in a real estate portfolio comprised of eight US regional retail malls currentl...

INDUSTRY NEWS

Social buying platform Moneytribe.com.au has moved into the health insurance and home loan space....

INDUSTRY NEWS

Melbourne-based property investment firm Drapac has launched a new product aimed at giving Australian investors access to what it says is the still undervalued US real es...

INDUSTRY NEWS

Former PIS managing director Robbie Bennetts has signed up with Beacon Financial Group, the entity formed by the merger of The Financial Link Group and Titanium Group and...

INDUSTRY NEWS

Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...

INDUSTRY NEWS

The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....

INDUSTRY NEWS

While most of the financial services industry expects business activity to grow over the next year, most employers continue to remain cautious about increasing salaries i...

INDUSTRY NEWS

Industry Super Network (ISN) has claimed that high frequency trading (HFT) is creating a stock market that caters to speed and not capital allocation - and costs long-ter...

INDUSTRY NEWS

FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...

INDUSTRY NEWS

Wealth summit confirms US investors are just as tentative about getting out of cash as their Australian counterparts....

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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