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FINANCIAL PLANNING
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...
INDUSTRY NEWS
We know what challenges lie ahead, but how will financial advisers handle them? Zurich's Philip Kewin sets out to gauge their readiness....
INDUSTRY NEWS
While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...
INDUSTRY NEWS
The Financial Services Council wants the Corporations and Market Advisory Committee to extend the inquiry into charitable trusts to ensure a level playing field for all p...
INDUSTRY NEWS
Excess cash holdings held by planners have grown substantially as investors continue to shy away from volatile markets, according to Investment Trends....
INDUSTRY NEWS
Corporate bonds are a relatively simple product, but investors need to have direct access to ratings information, according to Shannon Finch, partner at King & Wood Malle...
INDUSTRY NEWS
The Mortgage and Finance Association of Australia (MFAA) is seeking clarity from the Australian Securities and Investments Commission (ASIC) regarding the circumstances b...
INDUSTRY NEWS
A key Victorian fund, currently using Industry Funds Financial Planning, has called for tenders for the provision of financial advice....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has extended the class order relief for funded representatives involved in the winding up of an insolvent comp...
INDUSTRY NEWS
A stronger China and US avoidance of the fiscal cliff has resulted in an upturn in investor sentiment....
INDUSTRY NEWS
Some older planners are refusing to sell and instead choosing to live off their commissions income indefinitely, according to Kenyon Partners chief executive Paul Tynan....
INDUSTRY NEWS
With its merger with Premium Investors completed, WAM Capital has moved to terminate Premium's IM arrangement with Treasury Group....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...