FINANCIAL PLANNING

People & Products

Income Security joins with Avea to launch product aimed at addressing the redundancy insurance gap. ...

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Financial planning

FOS has renewed calls for a financial services compensation scheme, after pointing to a clear gap in the consumer protection framework. ...

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Financial planning

The Federal Government has signaled that it has abandoned the regulatory changes to FOFA it pursued last year and that any amendments will be via bipartisan agreement. ...

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Financial planning

Sydney accounting and advice firms, Pitcher Partners and Moore Stephens, have announced plans for a "game-changing" merger later this year. ...

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Financial planning

Boutique dealer group Bombora Advice announced two Victorian-based practices have joined it as equity partners. ...

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Financial planning

Australian households are more than two years ahead of their mortgage and have reduced the interest paid on their credit cards, according to a report. ...

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Financial planning

Almost 7000 people have confirmed they want advice they received at the CBA reviewed, while the bank has paid $79k in compensation....

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Financial planning

ASIC refuses a planning firm permission to tailor how its planners’ remuneration and bonuses are revealed to clients....

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Superannuation

Accountants have been urged to ignore the vested interest hype around limited licensing and to follow the counsel of the major accounting bodies. ...

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Financial planning

Centrepoint Alliance has appointed the former deputy CEO of the FSC to its board as a non-executive director continuing its governance renewal program....

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Financial planning

In a bid to encourage philanthropy the Government has simplified the valuation requirements for donations of listed shares and managed funds....

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Financial planning

Boutique planning firm, HNW, will restrict the number of accounting firms it authorises under its AFSL ....

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Financial planning

A South Australian mortgage broker has faced Adelaide Magistrates Court over a $12 million deception....

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Financial planning

Doctors are set to save money on advice with healthcare specialists, MEDIQ Financial Services, transitioning clients to a new lower cost managed discretionary account sys...

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Financial planning

Financial advisers are hiring mortgage brokers and tying them into their business instead of using external referrals according to a mortgage aggregator....

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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 1 week 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 1 week 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 1 week 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 3 days 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 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

6 days 1 hour ago