FINANCIAL PLANNING

INDUSTRY NEWS

S&P ratings on Australian funds are no longer valid following yesterday's official closure of the S&P Capital IQ Fund Services business in Australia....

INDUSTRY NEWS

A social media platform aimed at raising awareness about climate risk and 'short-termism' in the global financial system was launched over the weekend in New York....

INDUSTRY NEWS

Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....

INDUSTRY NEWS

Credit Suisse's Australian equities arm has paid a $52,000 penalty to ASIC after a glitch in its automatic order processing system was found to have breached "the efficie...

INDUSTRY NEWS

SQM Research principal Louis Christopher has made the bold prediction that the housing market is about to enter into an imminent recovery phase....

INDUSTRY NEWS

Real Insurance has sought to bring a new approach to the market, offering customers the opportunity to pick and choose the elements and extent of the cover they want....

INDUSTRY NEWS

A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...

INDUSTRY NEWS

MIR Investment Management rebrands on Greek mythological name to push into Asia and China....

INDUSTRY NEWS

Independent dealer group Premium Wealth Management has grown its network to 23 practices via Platinum Wealth Management coming on board....

INDUSTRY NEWS

New research from Canstar suggests first homebuyers are finding it harder to get a deposit together....

INDUSTRY NEWS

The prolonged lull in investments markets, coupled with the pressure to comply with the new regulatory regime, is taking its toll on some planners' mental health....

INDUSTRY NEWS

Improvements to advice delivery solutions may assist financial advisers in running a smoother business, but it can also pull them away from their core proposition of prov...

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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 4 weeks ago

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

2 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....

3 weeks 2 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 3 days ago