PDS

Financial planning

As part of the ongoing refinements to the Financial Services Reform Act, the Investment and Financial Services Association is calling for the shortening of Product Disclo...

Financial planning

Comparing the benefits of various superannuation funds will be made simpler for advisers following the launch of a research resource from Mercer Investment Consulting....

Financial planning

The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...

Financial planning

Between 12 and 15 financial planning groups are to proceed with a class action against Challenger Financial Services Group over the collapse of its Challenger Howard Prop...

Editorial

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Financial planning

Superannuation trustees will enjoy extended interim relief from product disclosure requirements after the Australian Securities and Investments Commission delayed commenc...

Life/Risk

ASIC has extended interim dollar disclosure relief to the issuers of general insurance products to March, next year....

Financial planning

Most superannuation product providers have recently issued deficient product disclosure statements, the corporate regulator has discovered....

Financial planning

Challenger is launching a global infrastructure fund designed for platforms next month....

Financial planning

Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....

Financial planning

Following the successful capital raising for Ray White Invest first retail property unit trust, the fund management division of the Ray White estate agency business inten...

Financial planning

Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....

Financial planning

There has been much discussion about the lack of life insurance being taken out by the Australian public. But this pales into almost insignificance when the focus is on r...

Editorial

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Editorial

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

2 months 1 week ago

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

4 months 2 weeks ago

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

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

1 week ago