FINANCIAL PLANNING

INDUSTRY NEWS

Praemium has announced that its separately managed account (SMA) platform has been signed up to the Government’s Significant Investor Visa (SIV) scheme....

INDUSTRY NEWS

Clients with mainly cash holdings not enough to sway ASIC on planner PI requirements....

INDUSTRY NEWS

As it continues its discussions with industry, the Australian Securities and Investments Commission (ASIC) has extended the commencement of upcoming disclosure benchmarks...

INDUSTRY NEWS

Former ACCC chairman Graeme Samuel will headline Money Management’s Platforms and Wraps conference, which is focused on competition....

INDUSTRY NEWS

Specialist accounting software provider MYOB has announced a new online portal for small business services that it claims will help accountants enhance their client relat...

INDUSTRY NEWS

Building industry fund Cbus has helped Industry Funds Management (IFM) pass a milestone — $10 billion in total cash funds under management....

INDUSTRY NEWS

Specialist life insurer NobleOak has announced the launch of a new product aimed at the SMSF market....

INDUSTRY NEWS

A former Bell Potter Securities adviser has been sentenced to five years jail with a non-parole period of three-and-a-half years for fraudulent conduct that cost investor...

INDUSTRY NEWS

The award of a premium to Storm Financial victims who bankrolled part of a class action against Macquarie Bank could encourage self-funded group litigation, a Brisbane si...

INDUSTRY NEWS

Former Lonsec Stockbroking Services managing director Norman John Graham has been convicted on two charges of insider trading and fined $30,000....

INDUSTRY NEWS

New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...

INDUSTRY NEWS

With investment concern levels dropping to their lowest point in over three years, new data shows both planner and investor appetite for growth assets has bounced back. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 1 day 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 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 6 days ago