FINANCIAL PLANNING

INDUSTRY NEWS

Rapid growth of some financial services licensees has caused regulator concern due to many of them lacking support systems for larger numbers of advisers....

INDUSTRY NEWS

Litigation funder IMF Australia has confirmed further action against S&P and ABN Amro....

INDUSTRY NEWS

Australian banks are relying on recurring revenue from their wealth management and insurance divisions to relieve pressure on earnings, according to Fitch Ratings....

INDUSTRY NEWS

The chairman of ASIC, Greg Medcraft, has signalled his desire for the regulator to adopt a more proactive stance, effectively eschewing the approach of one of his predece...

INDUSTRY NEWS

Despite having to pay partial damages to investors who lost millions on structured financial products, LGFS said it was happy with the outcome of the court proceedings. ...

INDUSTRY NEWS

New analysis reveals degree to which investor caution and market uncertainty are impacting bank wealth operations....

INDUSTRY NEWS

In meeting their best interest duty, Russell Investments director of client investment strategies Scott Fletcher said financial advisers might have to go beyond third par...

INDUSTRY NEWS

As financial advisers seek new ways to save time on their processing needs, AIA Australia has enhanced its online quoting and application solution in order to meet a grow...

INDUSTRY NEWS

The operators of three unlicensed financial services businesses have had their bank accounts frozen and been prevented from carrying on their activities after the Austral...

INDUSTRY NEWS

Health insurer, nib, acquires Tower's NZ health insurance business....

INDUSTRY NEWS

With the aim of growing its financial planner and mortgage broker network, Australian Capital Home Loans has launched its independent financial planning arm, Australian C...

INDUSTRY NEWS

The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...

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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 3 weeks ago

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

1 week 3 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 4 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 1 day ago