FINANCIAL PLANNING

INDUSTRY NEWS

Advisers are asking for help analysing what aspects of their business models need to evolve to survive as regulatory changes rapidly alter what is important in an advice ...

INDUSTRY NEWS

Lifecycle products fail to adequately address the risks that can eat away at members' retirement incomes, according to Rice Warner Actuaries....

INDUSTRY NEWS

Bendigo and Adelaide Bank announces acquisition of Southern Finance Group....

INDUSTRY NEWS

YBR has launched a new advisory model recruiting advisers who won't work from a branch, but will rather visit clients where and when they want....

INDUSTRY NEWS

Multi-asset real return funds are gaining popularity, but the shortcomings of financial planning software are limiting their uptake, says Lonsec senior analyst Stewart Ga...

INDUSTRY NEWS

Some financial advisers who regarded ETF growth as merely cyclical and not structural are starting to change their position, according to a report published by ETF Consul...

INDUSTRY NEWS

Michelle Tate-Lovery has been named the Money Management 2012 Financial Planner of the Year, with Fiducian's William Johns being named the runner-up....

INDUSTRY NEWS

This year's Financial Planner of the Year awards saw a list of diverse yet high-calibre financial planning professionals enter the finals....

INDUSTRY NEWS

He may be young, but he's got what it takes. William Johns is the runner-up of this year's Financial Planner of the Year award....

INDUSTRY NEWS

There was another significant jump in the number of disputes both received and resolved by the Financial Ombudsman Service in 2011-2012, according to the latest FOS annua...

INDUSTRY NEWS

It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...

INDUSTRY NEWS

Many financial services workers believe gender discrimination still exists in financial services, with less pay and opportunities for women....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks 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....

1 week 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...

3 weeks 3 days ago

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

2 weeks ago