FINANCIAL PLANNING

INDUSTRY NEWS

Defence Bank - the mutual bank formed out of the old Defence Force Credit Union - has established Australia's first video call centre at its Melbourne head office....

INDUSTRY NEWS

Colonial First State Global Asset Management has secured its biggest-ever mandate win in North America....

INDUSTRY NEWS

Hillross Financial Services attracts over $1 billion in funds under management (FUM) to its Experts' Choice Funds multi-manager product range....

INDUSTRY NEWS

RI Advice will voluntarily include commissions in its fee disclosure statements, according to the licensee's head of practice development Peter Ornsby....

INDUSTRY NEWS

AFSLs are placing greater focus on monitoring and supervision of their financial planner networks, according to Kate Humphries, general manager of Pathway Licensee Servic...

INDUSTRY NEWS

Financial planners are increasingly looking to invest in Asia via exposure to luxury goods manufacturing in developed regions, according to Investment Trends....

INDUSTRY NEWS

The BlackRock Sovereign Risk Index has painted a positive picture of Australia - but it was an assessment made on the presumption the Government could deliver a Budget su...

INDUSTRY NEWS

Social media may help to build strong professional relationships - but it is crucial for financial advisers to have in place an online strategy to avoid overstepping pers...

INDUSTRY NEWS

Exchange Traded Fund (ETF) specialist BetaShares has predicted the market could grow to as much as $9 billion this year if financial markets remain appropriately buoyant....

INDUSTRY NEWS

Despite new disclosure requirements being welcome by most of the industry, articulating the value-add of investment research to consumers is left up to the interpretation...

INDUSTRY NEWS

In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....

INDUSTRY NEWS

Business confidence in the finance and insurance industry remained steady despite an overall decline as 2012 wound down, according to Roy Morgan industry communications d...

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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....

5 days 3 hours ago