FINANCIAL PLANNING

INDUSTRY NEWS

A Storm Financial adviser has been permanently banned by the regulator after it was found he failed to comply with financial services laws....

INDUSTRY NEWS

ASIC has made nine recommendations for improving the operations of Chi-X Australia as part of its annual assessment report....

INDUSTRY NEWS

The client's risk profile - as determined by a financial planner - should determine how their money is managed, according to Fitzpatricks Private Wealth chief investment ...

INDUSTRY NEWS

The FPA received a large amount of useful feedback from members and other stakeholders when consulting on its updated professional code of conduct....

INDUSTRY NEWS

GBST has been retained by Sunsuper to provide after-tax performance benchmarking services for two of the fund's Australian equities mandates....

INDUSTRY NEWS

Elixir Consulting has begun marketing a new tool it says is aimed at helping advisers and their licensees confirm the sustainability of their businesses and any deficienc...

INDUSTRY NEWS

Equity Trustees has signed up to specialist cross-border transaction network Calastone....

INDUSTRY NEWS

BNP Paribas Securities Services has launched an administration service for alternative assets which it says is aimed at helping institutional investors manage their priva...

INDUSTRY NEWS

BetaShares has announced the launch of a new product - the BetaShares Australian Top 20 Equity Yield Maximiser Fund....

INDUSTRY NEWS

Changes to the distribution landscape and demand for products and services specifically targeted at risk specialists were the main drivers behind the launch of TAL's new ...

INDUSTRY NEWS

Australian financial advisers look set to finish 2012 in a better mood, according to the latest research released by Wealth Insights....

INDUSTRY NEWS

The FPA and AFA have welcomed draft regulations that will enshrine the term 'financial planner/adviser' in law as an important consumer protection move....

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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 2 weeks 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....

5 days 16 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 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago