FINANCIAL PLANNING

Superannuation

Industry Super Australia is claiming the interests of the big banks have been put ahead of those of consumers under the ATO’s proposed approach to employee selection of s...

Financial planning

Utilising platform, planner and industry funds distribution channels, Challenger Limited has recorded a 21 per cent increase in full-year profit on the back of record ann...

Life/Risk

The Australian Securities and Investments Commission has confirmed shelf space fees charged by advice licensees to life insurers mostly remain legal, for now....

Financial planning

IRESS has today announced that financial advice and insurance group, ClearView has selected XPLAN Prime as its solution....

Financial planning

Former FPA chief professionalism officer, Deen Sanders has been named as the inaugural head of the Financial Adviser Standards and Ethics Authority....

Life/Risk

Research from Homesafe Solutions showed many Australians over 60 have been encouraged to release the equity in their home to meet their financial needs....

Financial planning

Almost half of all Australians who invested in property intended to keep it for more than a decade, according to Mortgage House....

Financial planning

Many financial advisers are already using better statements of advice than the sample SOA being proposed by the Australian Securities and Investments Commission, accordin...

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Financial planning

The Australian Securities and Investments Commission has laid bare the reality that professional indemnity insurance doesn’t adequately protect the interests of consumers...

Financial planning

The financial planning industry is already a profession and it does not need the community to accept it for it to be a profession, according to Fiducian’s Indy Singh. ...

Financial planning

By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s personal goals through advice, AdviserLogic believes....

Financial planning

A former NAB financial adviser has appeared in court after ASIC brought two charges against him that he forged financial planning documents....

Financial planning

Delegates to Money Management’s Fintech Platforms and Wraps Conference have nominated restoring trust in financial planners as an industry priority....

Financial planning

The Australian Securities and Investments Commission has placed the platform industry on notice around the new standards of fee transparency it will be enforcing....

Financial planning

The manner in which the Future of Financial Advice changes crimped the revenue streams of the major licensees has been confirmed as helping drive the rise of managed acco...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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....

5 days 1 hour 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...

2 weeks 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago