FINANCIAL PLANNING

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....

INDUSTRY NEWS

The global Exchange Traded Products (ETP) industry has now surpassed $2 trillion in value, according to BlackRock research....

INDUSTRY NEWS

In what represents a new push into the SMSF market, specialist company The GoldCompany has launched a new product it claims is Australia’s only gold and silver savings ac...

INDUSTRY NEWS

Engaging with clients is one thing, but financial planners need to engage with and understand their referral partners if they want to grow their businesses....

INDUSTRY NEWS

ASIC has cancelled the financial services licence of AAA Shares, a national dealer group based in Adelaide....

INDUSTRY NEWS

QBE has confirmed to the Finance Sector Union (FSU) that there will be a "series of changes" in 2013 that will lead to job cuts....

INDUSTRY NEWS

Some financial services licensees claim parts of the regulatory guidance on scaled advice are still open to interpretation - which could potentially lead to liability iss...

INDUSTRY NEWS

Predictions financial services recruiters will face tough times as major companies contain costs by insourcing the role....

INDUSTRY NEWS

A new Deloitte Access Economics analysis has questioned economic life after the mega-resources investment projects peak....

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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....

4 days 1 hour ago