FINANCIAL PLANNING

INDUSTRY NEWS

As more financial advisers go down the specialist path, establishing a successful financial advice business in the new regulatory landscape may require a similar approach...

INDUSTRY NEWS

Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....

INDUSTRY NEWS

Westpac Institutional Bank has launched what it describes as a first-of-a-kind deposit product....

INDUSTRY NEWS

AMP Capital delivers key Australian superannuation fund a US$100 million interest in a US wind farm consortium....

INDUSTRY NEWS

Industry funds-backed bank ME Bank has joined with UBS Australia to deliver a high-interest cash account service via UBS's direct investment platform for superannuation f...

INDUSTRY NEWS

Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....

INDUSTRY NEWS

SMSF administration company superMate has launched an additional feature to its cloud-based software platform — an automated depreciation schedule feature....

INDUSTRY NEWS

The Financial Services Council (FSC) will not go ahead with its application to the Australian Competition and Consumer Commission to have its insurance churning policy ap...

INDUSTRY NEWS

How investors present evidence to the Administrative Appeals Tribunal (AAT) and how they explain them is critical to how the AAT looks at a case, according to SMH Lawyers...

INDUSTRY NEWS

MLC-backed dealer group Godfrey Pembroke has added Tasmanian-based advice and accounting firm Collins SBA to its ranks....

INDUSTRY NEWS

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

INDUSTRY NEWS

Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...

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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...

1 week 6 days 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 2 days ago

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

3 days 20 hours ago