FINANCIAL PLANNING

INDUSTRY NEWS

The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....

INDUSTRY NEWS

Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....

INDUSTRY NEWS

The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...

INDUSTRY NEWS

After reaching record highs in February, optimism about the future of the economy has slumped following the May Federal Budget, according to a survey released by Allianz....

INDUSTRY NEWS

Merrill Lynch Equities (Australia) has been fined $120,000 by the Markets Disciplinary Panel (MDP) for not ensuring that it had in place organisational and technical reso...

INDUSTRY NEWS

The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....

INDUSTRY NEWS

Guardian Advice moves to get advisers ready for FOFA via workshops. ...

INDUSTRY NEWS

The Shadow Assistant Treasurer, Senator Mathias Cormann, is keynote at an upcoming Super Review thought leadership breakfast....

INDUSTRY NEWS

IOOF has moved to help prepare its planners for the new Future of Financial Advice regime with the release of a Fee Disclosure Statement Questions and Answers pack....

INDUSTRY NEWS

BNP Paribas Investment Partners has launched a new investment product — the Carnegie WorldWide Equity Trust — off the back of its alliance with Carnegie Asset Management....

INDUSTRY NEWS

American International Group Australia (AIG) has launched what it is promoting as the world's first "Evergreen" management insurance policy, titled Gold Complete....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has successfully overturned a Federal Court decision to dismiss an application by the regulator in relation to...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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