FINANCIAL PLANNING

INDUSTRY NEWS

Ratings house Zenith has handed a "recommended" rating to NSW Waratah Annuity Bonds - Series 4 issued by the NSW Treasury Corporation....

INDUSTRY NEWS

Trust Company confirms its trustee arm has been served with a legal claim relating to the Banksia Securities collapse....

INDUSTRY NEWS

The margin lending industry has recorded a decline of $42 billion from five years ago to $12.7 billion as at September 2012 - but a large number of investors intend to st...

INDUSTRY NEWS

Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...

INDUSTRY NEWS

The clear lack of competition in the mortgage broking space has been highlighted once again by the Commonwealth Bank increasing its stake in Aussie Home Loans to 80 per c...

INDUSTRY NEWS

The new guidance on best interests duty implies asset-based fees are just as conflicted as commissions, according to Claire Wivell Plater....

INDUSTRY NEWS

Moves by key stakeholder Pyne Gould appear certain to generate change at ratings house van Eyk...

INDUSTRY NEWS

SPAA has come out in support of the Government's move to label LRBAs as a financial product, which would mean only financial planners will be able to advise on these arra...

INDUSTRY NEWS

DEXUS Property Group has extended its exposure to the Sydney office market, announcing this month that it had exchanged contracts to acquire interests in a portfolio of t...

INDUSTRY NEWS

Investorfirst's stockbroking business is set to transfer to Wilson HTM by the end of February after the pair signed a binding agreement for the deal....

INDUSTRY NEWS

Many licensees are putting up "road barriers" to prevent their authorised representatives leaving for another dealer group, says Synchron director Don Trapnell....

INDUSTRY NEWS

FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 days 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 2 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 5 days ago