FINANCIAL PLANNING

INDUSTRY NEWS

Three Plan B board members have now departed as IOOF's takeover offer progresses to the compulsory stage....

INDUSTRY NEWS

By diversifying into services other than financial planning, advisers can dramatically increase the likelihood they will retain clients, says Instreet managing director G...

INDUSTRY NEWS

Australian Financial Services Group has engaged Seaview Consulting to conduct a detailed strategic review of the business, with one senior role already made redundant....

INDUSTRY NEWS

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

INDUSTRY NEWS

SMSF software provider BGL Corporate Solutions has teamed up with Computershare to provide a share registry data service....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has released information to the public in relation to its approach to handling tip-offs, complaints, informati...

INDUSTRY NEWS

Melbourne-based risk adviser Aaron Zelman has started up his own practice, LifeScope Advice, under the Synchron umbrella....

INDUSTRY NEWS

Funds manager Vanguard Investments has announced that it intends publishing quarterly portfolio holdings for all of its funds from this month onwards....

INDUSTRY NEWS

Tasmanian-based Ford and Scott Financial Planning has moved under the financial services licensing arrangement provided by Paragem....

INDUSTRY NEWS

netwealth has launched an international securities offering which it says will provide access to certain securities listed on 10 approved global exchanges via the netweal...

INDUSTRY NEWS

AMP has trumpeted the fact that its trauma offering has picked up an award from ratings house Canstar Cannex....

INDUSTRY NEWS

Industry superannuation fund LUCRF Super has announced that it is extending its LUCRF Community Partnership Trust to Queensland....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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....

3 weeks ago

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

3 weeks 1 day ago