"FINANCIAL PLANNING"

People & Products

Orient Capital launches new app based off its investor relations management platform, miraqle....

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Superannuation

Superannuation fund executives are considering ditching their funds’ TPD offerings as lawyers increasingly enter the fray....

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Financial planning

ASIC has acknowledged that newspapers headlines were wrong about planners taking big commissions to recommend residential property investments and that not one planner co...

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Policy & Regulation

ASIC chairman, Greg Medcraft, wants the Government to consider allowing ASIC the ability to pursue companies and officers over misdeeds caused by bad culture....

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People & Products

JP Morgan Asset Management has appointed a new southern region key account manager. ...

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Financial planning

New research reveals planners’ challenge to extend their market beyond mostly wealthy, late middle-aged men....

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Financial planning

The dealer group play being run by Paul Barrett and backed by Italy’s Azimut has taken a 51 per cent stake in Adelaide’s Pride Advice....

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Financial planning

New research reveals those using accountants and advisers are likely to be most satisfied with their super....

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Financial planning

NAB Wealth appoints Alan Logan as new Godfrey Pembroke general manager....

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Superannuation

Corporate Super Specialists call for decoupling of industrial relations from default super....

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Life/Risk

This may be the final week of negotiations over new life/risk remuneration before positions are taken to the Assistant Treasurer, Josh Frydenberg....

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People & Products

Findex hands major mandate to SSGA following review of administration, investment and allocation needs....

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Financial planning

Next Tuesday’s Federal Budget is expected to put in motion ASIC’s transition to a user-pays funding regime....

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Financial planning

NAB has freed up $500 million in a major life reinsurance deal covering 21% of its advised insurance book....

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Financial planning

ANZ posts steady half-year profit and signals a continuing focus on a vertically-integrated wealth management approach leveraging its banking customer base....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 5 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago