FINANCIAL PLANNING

INDUSTRY NEWS

AMP has made a new iPad app available to its Financial Advice Network advisers....

INDUSTRY NEWS

The Federal Government has reaffirmed its intention to leave intra-fund advice out of the FOFA adviser charging regime....

INDUSTRY NEWS

Planners and other key stakeholders with Australian Financial Services (AFS) have held a series of meetings over the past two weeks to consider the future of the dealer g...

INDUSTRY NEWS

The ratio of global pension assets relative to gross domestic product (GDP) is now just below the level reached in 2007, according to Towers Watson’s latest global Pensio...

INDUSTRY NEWS

A new survey finds advisers see the Future of Financial Advice reforms in a more positive light, citing efficiency as the most likely legacy of the new legislation....

INDUSTRY NEWS

Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...

INDUSTRY NEWS

Bendigo Wealth is planning to broaden its advice offering to customers of its phone-based scaled advice service next month....

INDUSTRY NEWS

People need to treat estate planning like any other insurance policy, according to Equity Trustees....

INDUSTRY NEWS

Whether you are the adviser replacing a life insurance policy, or the one who recommended it in the first place, you should be fine as long as it's only ever about the cl...

INDUSTRY NEWS

The Association of Financial Advisers (AFA) has announced the launch of its 2013 GenXt Road Show with this year’s theme being The Age of Consumers....

INDUSTRY NEWS

Westpac’s BT has launched a new brand campaign aimed at creating greater awareness of the company and what it does....

INDUSTRY NEWS

BlackRock analysis points to a need for investors to review fixed interest allocations in a low-rate environment....

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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