FINANCIAL PLANNING

INDUSTRY NEWS

UBS Global Asset Management predicts solid growth for 'smart beta' ETFs in Australia. ...

INDUSTRY NEWS

Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...

INDUSTRY NEWS

The Federal Government has announced the upgrading of its online SuperSeeker tool....

INDUSTRY NEWS

Guardian Advice has rolled out a new succession planning strategy which aims to help older advisers retire, while attracting the younger generation of planners to the dea...

INDUSTRY NEWS

Matrix withdraws from sale process and plots expansion based on review....

INDUSTRY NEWS

When it comes to fee disclosure statements, advisers need to consider what the regulator wants; what is expected from a legal viewpoint; and how disengaged clients are li...

INDUSTRY NEWS

AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....

INDUSTRY NEWS

Matrix withdraws itself from sale despite interest from buyers....

INDUSTRY NEWS

Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...

INDUSTRY NEWS

National Australia Bank (NAB) has ranked first as the safest bank in Australasia and number 16 in the world, the latest report from Global Finance states....

INDUSTRY NEWS

ASIC’s market supervision report reveals the big name players subject to market disciplinary penalties....

INDUSTRY NEWS

New research suggests job opportunities have shrunk for investment advisers, financial brokers and dealers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 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...

2 weeks ago

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

3 weeks 3 days ago

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

4 days 11 hours ago