FINANCIAL PLANNING

INDUSTRY NEWS

The Federal Government has backed the success of its small business clearing house as it passed half a billion dollars in superannuation payments....

INDUSTRY NEWS

The Association of Financial Advisers (AFA) has claimed that tricky drafting of the legislation delivering MySuper has effectively infringed the property and income right...

INDUSTRY NEWS

Airlie Funds Management, the new venture from Perpetual's former head of equities John Sevior, has selected RBC Investor Services to provide a range of investor services ...

INDUSTRY NEWS

The Federal Court will decide whether Wellington Capital's decision to distribute shares, rather than cash, to unit holders in Premium Income Fund was legal....

INDUSTRY NEWS

Australian investors remain pessimistic about the prospect of full market recovery, with their concern levels rising while return expectations are decreasing....

INDUSTRY NEWS

Macquarie Practice Consulting has recommended financial planning businesses re-examine their overall business health, including revising whether their referral partners a...

INDUSTRY NEWS

Australians have comfortably the highest median wealth of any country for the second year running, according to the Credit Suisse Global Wealth Report....

INDUSTRY NEWS

Fidelity’s Tom Stevenson explores some of the questions clients ask their financial advisers – and provides the answers....

INDUSTRY NEWS

With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....

INDUSTRY NEWS

Morningstar has launched what it describes as a web-based research solution combining data on Australian and New Zealand listed companies – Morningstar DatAnalysis Premiu...

INDUSTRY NEWS

Sixty-six per cent of Australian mortgage holders believe they could probably get a better deal from another lending source, according to new research released by Ernst &...

INDUSTRY NEWS

Morningstar investment management unit Ibbotson Associates Australia announced this week it had been selected by Netwealth to undertake manager selection and investment m...

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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 3 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....

2 weeks 1 day ago

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

2 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks ago