FINANCIAL PLANNING

INDUSTRY NEWS

Equity Trustees will continue with its efforts to acquire The Trust Company - despite Perpetual making an offer to wholly acquire the latter at a higher price than that p...

INDUSTRY NEWS

Australian Financial Services ends its run as licence cancelled under voluntary administration....

INDUSTRY NEWS

SFG may make another merger bid if WHK can restore its balance sheet....

INDUSTRY NEWS

The merger talks between financial services groups WHK and SFG have been ended. ...

INDUSTRY NEWS

Perpetual has made an offer to acquire The Trust Company, after Equity Trustees’ bid was deemed too low. ...

INDUSTRY NEWS

Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...

INDUSTRY NEWS

As investors move funds out of cash, retirees need a broader approach to generating income. ...

INDUSTRY NEWS

ASIC deputy chair Peter Kell has cautioned dealer groups on hiring planners who previously worked for dodgy advice practices....

INDUSTRY NEWS

Mortgage Choice has expanded to become a broad financial services provider by setting up a referral relationship with Allianz to provide general insurance. ...

INDUSTRY NEWS

Following a long negotiation process, commercial law firms Rockwell Bates and Talbot Olivier have merged to become Rockwell Olivier....

INDUSTRY NEWS

Advisers should use Heart Week to educate their clients about the costs of heart disease and the need to take preventative measures, according to Macquarie Life....

INDUSTRY NEWS

An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....

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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