FINANCIAL PLANNING

INDUSTRY NEWS

A former self-managed superannuation fund (SMSF) adviser has been found guilty at Downing Centre Local Court after pleading guilty to one count of lodging a false stateme...

INDUSTRY NEWS

Advisers and investment managers need to review existing attitudes to retirement planning if they are to effectively meet the financial needs of the steadily ageing cohor...

INDUSTRY NEWS

Seaview Consulting points to parallels between the recent history of the accounting industry and what can be expected in planning sector....

INDUSTRY NEWS

The Australian Securities and Investments Commission has cancelled the Australian financial service licence of the Sydney-based Flowers Financial Management....

INDUSTRY NEWS

PIS CEO Pete Walther is stepping down after 18 months with the company....

INDUSTRY NEWS

Wilson HTM Investments has confirmed to the Australian Securities Exchange (ASX) today that an investigation is underway into allegations leveled against its managing dir...

INDUSTRY NEWS

Financial advisers have been listed as the dominant distributors of retail structured products in Australia by research undertaken by IOSCO. ...

INDUSTRY NEWS

BGL enters into arrangement with RP Data to provide automated property data to SMSFs. ...

INDUSTRY NEWS

Fashion-backed private equity firm takes stake in iconic Australian brand, R.M. Williams. ...

INDUSTRY NEWS

US-based financial institution, State Street Corporation has launched a new business aimed at leveraging off its research, advisory and analytics capabilities. ...

INDUSTRY NEWS

New Competition Index confirms degree to which the big four banks have increased their mortgage market share....

INDUSTRY NEWS

Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...

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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....

6 days 2 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