FINANCIAL PLANNING

Financial planning

Former AFS adviser Gabriel Nakhl has been permanently banned from providing financial advice after entering into an enforceable undertaking....

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Financial planning

Lawyer advises licensees to get ready to change their dispute resolution systems, with ASIC now requiring them to act quicker....

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Financial planning

Investec Australia rolls out lending offering to independent financial advisers....

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Financial planning

The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...

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Financial planning

Fiducian Portfolio Services Limited has developed a new software solution intended to allow planners to compile fee disclosure statements. ...

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Financial planning

Instreet has launched a structured gold fund claiming it will generate an annual 7 per cent indicative income return while avoiding any possible downside risk. ...

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Financial planning

Henderson Global Investors has acquired 100 per cent of H3 Global Advisors’ equity....

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Financial planning

New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...

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Life/Risk

Asteron Life has launched a new remuneration structure for advisers, which will see them receive 10 per cent extra commission in year one....

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Superannuation

Two bodies representing industry super funds have called for improvement in the quality of advice provided to clients, questioning some of the drivers behind the growth o...

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Financial planning

Equity Trustees lifts offer for Trust ahead of end of month meeting....

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Financial planning

South Australian financial services firm Hood Sweeney has merged with boutique accounting business Shearer + Elliss, cementing its place as one of the biggest accounting ...

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Financial planning

Adviser sentenced to jail and permanently banned from providing financial services....

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Financial planning

Bank-owned planning groups to develop internal channels as poaching season comes to an end....

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Life/Risk

Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

4 weeks 1 day ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 1 day ago