Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
With regulatory changes and increased professionalism set to dominate 2013, "doing nothing is not an option" for practice principals, according to Seaview Consulting dire...
Grandfathering provisions in the FOFA legislation risk encouraging complacency in the advice industry, according to van Eyk Advice national practice manager Tony Zulli....
Bendigo Financial Planning will offer Challenger's Liquid Lifetime annuities to Bendigo clients under the Bendigo brand, under a new deal....
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...
ASIC announces targeted surveillance of research providers under new policy approach....
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...
Australia Institute research claims common shareholders make Australia's big banks less than independent....
Financial planners can fast-track training to write home loans because of their existing qualifications, according to Australian Capital Home Loans (ACHL)....
Research suggests customer-owned banking is on the rise, having grown its assets by around 4.5 per cent in the last year....
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....
When it comes to planning for our financial future we almost always rely on 'averages', which is a flawed approach, writes Andrew Barnett....
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...