FINANCIAL PLANNING

INDUSTRY NEWS

ASIC claims it isn’t responsible for preventing investor losses and wants manufacturers to educate investors on complex products....

INDUSTRY NEWS

The expected 2013 Budget cuts to the Public Service may encompass APRA and ASIC....

INDUSTRY NEWS

The Trust Company board has unanimously recommended that shareholders support the acquisition proposal by Perpetual, in the absence of a superior proposal....

INDUSTRY NEWS

The latest ASFA retirement standard shows that although the cost of a modest retirement may have increased, a decrease in the cost of luxury items has brought down the co...

INDUSTRY NEWS

Praemium has added nine new model portfolios to its separately managed account (SMA) platform....

INDUSTRY NEWS

Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...

INDUSTRY NEWS

Specialist documentation provider Topdocs issues caution on appropriate documentation within SMSFs....

INDUSTRY NEWS

Mortgage broker Mortgage Choice has moved further to diversify its financial services offering, announcing this week that it had entered into a strategic partnership with...

INDUSTRY NEWS

HFA Limited offshoot Certitude Global Investments has entered into a partnership arrangement with US investment manager Columbia Management Investment Advisers....

INDUSTRY NEWS

Prime Super has joined the growing list of superannuation funds to gain approval from the APRA for a MySuper product....

INDUSTRY NEWS

AusUnity PFS has added 35 advisers to its network in the last 12 months, but also had to turn away quite a few, according to CEO Steve Davis....

INDUSTRY NEWS

Research houses will embark on a campaign of actively promoting their compliance with conflict of interest requirements before the 1 September deadline imposed by ASIC RG...

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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 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 1 day ago

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

1 week 5 days ago