FINANCIAL PLANNING

INDUSTRY NEWS

AMP Capital's Global Direct Property Fund has extended its US property portfolio for the first time since before the Global Financial Crisis....

INDUSTRY NEWS

It used to be poor perception, but new research suggests the reasons for low take-up of financial advice are changing....

INDUSTRY NEWS

Satisfaction among business banking customers has slipped again over the month of December, falling further below that of personal customers, the latest Roy Morgan Resear...

INDUSTRY NEWS

The news that ANZ licensee RI Advice plans to voluntarily disclose commissions in its annual fee disclosure statements has put the spotlight on other dealer groups' plans...

INDUSTRY NEWS

Financial planners and accountants need to know how their clients’ relationship status is seen in the eyes of the law, according to lawyer Nabil Wahhab, or things like su...

INDUSTRY NEWS

Australians are prioritising their savings over mortgage repayments in 2013, according to ING DIRECT....

INDUSTRY NEWS

MLC has launched a consulting service for ultra-high net worth and small institutional investors called Portfolio Solutions, with Michael Karagianis to head the team....

INDUSTRY NEWS

Senior financial planners, paraplanners and relationship managers are in high demand as the new year begins - but employers are maintaining high standards in the selectio...

INDUSTRY NEWS

IOSCO recommends protections for investors who are direct-sold complex financial products....

INDUSTRY NEWS

Many baby boomers would prefer to handle their own affairs, according to a new superannuation survey....

INDUSTRY NEWS

Matthew Esler has resigned as non-executive director of software provider Midwinter Financial Services after taking up a senior role with Ibbotson....

INDUSTRY NEWS

Victims of the Trio collapse are threatening to campaign against the Government during the upcoming Federal election, alleging a cover-up encompassing the regulators....

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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 16 hours ago