FINANCIAL PLANNING

INDUSTRY NEWS

Federal Opposition leader Tony Abbott has committed the Coalition to superannuation policy certainty....

INDUSTRY NEWS

In order to meet clients’ changing demands, financial planners need to review their standard practices – especially with regards to return projections, writes Fiducian’s ...

INDUSTRY NEWS

Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....

INDUSTRY NEWS

Almost all financial advice was scoped to a point, so lines between scaled and complex advice are quite blurred, according to AMP director of advice Scott Machin....

INDUSTRY NEWS

Synchron's Don Trapnell says some licensees are guilty of creating a "Hotel California" syndrome by imposing unreasonable conditions on exiting advisers....

INDUSTRY NEWS

Sean Rothsey has stepped down as chairman and as a director of MDS Financial Group after more than five years in the position....

INDUSTRY NEWS

An investigation by the Australian Securities and Investments Commission (ASIC) has led to the conviction of a former NSW-based mortgage broker....

INDUSTRY NEWS

New research has identified public pension exposures as yet another problem for the Eurozone....

INDUSTRY NEWS

Superannuation-focused company Intunity has selected Calastone as its preferred network to connect its Vantage SuperStream Gateway to the SuperStream Network....

INDUSTRY NEWS

CMC Markets has used its annual global outlook to predict that despite predictions for growth of between 2.5 per cent and 3.5 per cent, investors will remain cautious in ...

INDUSTRY NEWS

Money is starting to move out of term deposits and other cash deposits and into equities and bonds, according to Equity Trustees head of corporate fiduciary and financial...

INDUSTRY NEWS

Global investment manager Standard Life Investments has joined the chorus of those suggesting that investors are increasingly ready to exit cash and other so-called "safe...

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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...

2 weeks 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 3 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 11 hours ago