FINANCIAL PLANNING

INDUSTRY NEWS

The Government appears to be reconsidering its approach to the grandfathering of commissions, according to King & Wood Mallesons special counsel Michael Mathieson....

INDUSTRY NEWS

The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....

INDUSTRY NEWS

Guardian Advice is set to provide refuge to a few “high quality planners” from AAA Financial Intelligence, whose license was recently cancelled by ASIC....

INDUSTRY NEWS

Risk practices with large books of unserviced clients who have expensive or outdated policies are attracting a premium, according to Radar Results John Birt. ...

INDUSTRY NEWS

Advisers can improve the health and profitability of their business by getting involved in philanthropy, according to Shadforth Financial Group (SFG) national head of phi...

INDUSTRY NEWS

A Sydney director has been banned for three years after an Australian Securities and Investments Commission (ASIC) investigation found he was unfit to engage in credit ac...

INDUSTRY NEWS

Corrs Chambers Westgarth has warned investors of the ramifications of not conducting due diligence on IP ownership claims....

INDUSTRY NEWS

Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...

INDUSTRY NEWS

Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...

INDUSTRY NEWS

Specialist natural resource fund manager 90 West Asset Management has flagged making its offering available to a wider range of investors off the back of a positive asses...

INDUSTRY NEWS

Centuria Capital's property funds management subsidiary, Centuria Property Funds, has this week announced its intention to sell a commercial property in Sydney's Olympic ...

INDUSTRY NEWS

LaSalle Investment Management has added to the property portfolio within its LaSalle Australia Core Plus Fund....

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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 6 hours ago