FINANCIAL PLANNING

INDUSTRY NEWS

Warning that FOFA fee disclosure requirements will create more problems than they fix....

INDUSTRY NEWS

The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...

INDUSTRY NEWS

Annuities offer a retirement solution but are often expensive to buy – and don’t adequately tackle the focus the Australian financial services market has on accumulating ...

INDUSTRY NEWS

It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...

INDUSTRY NEWS

Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....

INDUSTRY NEWS

In an unusual twist the Australian Securities and Investments Commission (ASIC) has issued a warning calling for consumers to be wary of cold callers claiming to represen...

INDUSTRY NEWS

Mortgage Choice spokesperson Belinda Williamson has suggested small pockets of declining interest in fixed rates may be a sign of increasing consumer confidence. ...

INDUSTRY NEWS

SEQUAL has launched an updated version of its reverse mortgage education program that takes into account the broader seniors home equity release market....

INDUSTRY NEWS

Financial advisers’ behaviour flagged after complaints of inappropriate advice....

INDUSTRY NEWS

The Financial Planning Association has seen a significant change in member demographics over the past 12 months, with an increasing number of young planners joining the a...

INDUSTRY NEWS

Securitor rolls out a group-wide social media capability, with plans to use the platforms for professional development and technical training as well as providing a furth...

INDUSTRY NEWS

Whittaker Macnaught advisers will have to open a practice under Financial Wisdom if they wish to retain their clients after CBA closes the advice business on 30 June....

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 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....

6 days 20 hours 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 ago

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

1 week 4 days ago