FINANCIAL PLANNING

INDUSTRY NEWS

AMP-owned dealer group ipac is is looking to further tap into the accumulator client segment by building advice capabilities to support this market. ...

INDUSTRY NEWS

The finalists for the Money Management/Lonsec 2013 Fund Manager of the Year Awards have been announced, with two new categories added to the list....

INDUSTRY NEWS

An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...

INDUSTRY NEWS

Former CEO of Colonial First State Brian Bissaker will head up the newly acquired Virgin Money Australia, BOQ has announced....

INDUSTRY NEWS

With more mortgage brokers taking advantage of the growth of the self-managed superannuation fund (SMSF) space, the MFFA will soon launch a training course in SMSF lendin...

INDUSTRY NEWS

ASIC has accepted an enforceable undertaking (EU) from financial services business City Index Australia....

INDUSTRY NEWS

Equity Trustees is planning to grow its internal and external distribution base and has recruited a new national manager of advice and personal services....

INDUSTRY NEWS

Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....

INDUSTRY NEWS

Industry commentators claim low-cost dealer groups could be an accident waiting to happen....

INDUSTRY NEWS

Roy Morgan data points to strengthening business confidence among financial services and insurance firms, but eFinancialCareers claims retrenchments are the order of the ...

INDUSTRY NEWS

Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

INDUSTRY NEWS

Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....

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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 1 week 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....

4 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...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago