FINANCIAL PLANNING

INDUSTRY NEWS

Supercorp has received recognition for its superMate software via the Global Partner of the Year Award program from US-based publicly listed firm Progress Software....

INDUSTRY NEWS

The financial services industry was hardest hit by fraud in the last two years, suffering $322 million in losses....

INDUSTRY NEWS

Planners need to be careful in how they treat a client's informal partner in their own advice records, according to York Family Law director Nabil Wahhab. ...

INDUSTRY NEWS

Some of ASIC's proposed legal obligations for a custodian are unworkable, according King & Wood Mallesons director Damien Richard. ...

INDUSTRY NEWS

Despite signs that markets are recovering, there is still more money sitting in cash than there is in the total capitalisation of the ASX, according to Zenith investment ...

INDUSTRY NEWS

FTSE launches two new indices, the FTSE Cyclical and Defensive Index Series, covering cyclical and defensive allocations....

INDUSTRY NEWS

ASIC Commissioner Peter Kell said dealer group AAA Financial Intelligence had an “appalling record” when it comes to ensuring the advice provided was fair and honest....

INDUSTRY NEWS

The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....

INDUSTRY NEWS

Global debt finance specialist Bibby Financial Services has appointed Mark Cleaver as the company’s managing director for Australia and New Zealand....

INDUSTRY NEWS

Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...

INDUSTRY NEWS

After 12 months of inertia, many planners are finally making some tough decisions about the way they run their businesses, says My Dealer Group principal Anne Fuchs....

INDUSTRY NEWS

Take the opportunity to diversify your revenue streams with retail insurance options on our leading FirstChoice and FirstWrap platforms. Providing avenues for growth, we ...

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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 15 hours ago