FINANCIAL PLANNING

INDUSTRY NEWS

Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....

INDUSTRY NEWS

With regulatory changes and increased professionalism set to dominate 2013, "doing nothing is not an option" for practice principals, according to Seaview Consulting dire...

INDUSTRY NEWS

Grandfathering provisions in the FOFA legislation risk encouraging complacency in the advice industry, according to van Eyk Advice national practice manager Tony Zulli....

INDUSTRY NEWS

Bendigo Financial Planning will offer Challenger's Liquid Lifetime annuities to Bendigo clients under the Bendigo brand, under a new deal....

INDUSTRY NEWS

IRESS has announced the launch of XPLANtouch, a tablet app that allows financial advisers and clients to access personal and financial data and more easily track their pr...

INDUSTRY NEWS

ASIC announces targeted surveillance of research providers under new policy approach....

INDUSTRY NEWS

The provisions concerning general advice raise more questions about where the line is drawn between personal and general advice, according to King & Wood Mallesons specia...

INDUSTRY NEWS

Australia Institute research claims common shareholders make Australia's big banks less than independent....

INDUSTRY NEWS

Financial planners can fast-track training to write home loans because of their existing qualifications, according to Australian Capital Home Loans (ACHL)....

INDUSTRY NEWS

Research suggests customer-owned banking is on the rise, having grown its assets by around 4.5 per cent in the last year....

INDUSTRY NEWS

Estate planning is more than just writing a Will and certainly isn’t something that should be left until the last minute, writes Anna Hacker....

INDUSTRY NEWS

When it comes to planning for our financial future we almost always rely on 'averages', which is a flawed approach, writes Andrew Barnett....

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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 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 18 hours 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 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago