FINANCIAL PLANNING

INDUSTRY NEWS

AIA Australia announced this week it had upgraded its online quoting and application tool for financial advisers, eAPP Express....

INDUSTRY NEWS

A comprehensive review process has seen industry superannuation fund Christian Super deliver its custody mandate to State Street Corporation....

INDUSTRY NEWS

Specialist lenders mortgage insurer Genworth has entered into a partnership with Lifeline to highlight the impacts of financial stress on families....

INDUSTRY NEWS

Exchange Traded Products have grown in popularity over the past 12 months, according to the latest data released by BlackRock subsidiary iShares....

INDUSTRY NEWS

Member-owned health insurer Westfund has this week reported an increase in member reserves to over $95 million....

INDUSTRY NEWS

Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...

INDUSTRY NEWS

DomaCom recruits former SEQUAL boss Kevin Conlon to launch into reverse mortgage market....

INDUSTRY NEWS

Yellow Brick Road's (YBR) new deal with Macquarie Bank will "establish much-needed competition in financial services", the company has announced....

INDUSTRY NEWS

The Boutique Financial Planning Principals' Group (BFPPG) will not be submitting its own code of conduct to the Australian Securities and Investments Commission for appro...

INDUSTRY NEWS

Rubik Financial has renewed its data provision contract with Morningstar Australasia for another 12 months....

INDUSTRY NEWS

The 2004 class order issued under the Australian Securities and Investments Commission's (ASIC's) managed discretionary account (MDA) policy needs to be reviewed to bette...

INDUSTRY NEWS

Yellow Brick Road confirms deal with Macquarie after entering a trading halt earlier today....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 day 14 hours ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

3 weeks 4 days ago

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

3 weeks 3 days ago