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| | | Financial adviser Robert Owen Bean has been banned for life for stealing more than $3 million from his clients over seven years, some of which he used for his own personal benefit, ASIC said today. Bean had been a securities representative and authorised ... |
| | | | Financial Planning Week kicks off today with six weeks of free online financial advice for consumers organised by the Financial Planning Association. The free advice is designed to give people a taste of what they could enjoy if they took the step of ... |
| | | | Telstra Super has stepped up its online education campaign, launching a raft of new products for members, including its 'Road to Retirement' tool. The animated Road to Retirement feature takes users on a journey, outlining what steps they will need ... |
| | | | Australian shares continued to fall from a sharply lower open on Monday, with banks stocks losing the most ground amid widespread selling. At 1200 AEST, the benchmark S&P/ASX200 index was down 73.2 points, or 1.55 per cent, at 4,659 points, while the ... |
| | | | Most small business owners are unhappy with their retirement savings plans and are increasingly seeking advice, even from financial advisers, reveals research from accounting group Bird Cameron. The Bird Cameron 'Think Big' study of small business attitudes ... |
| | | | The value of financial planning practices has fallen by 10 per cent since the recent FOFA announcement, according to adviser survey results. Consulting firm, Radar Results, has released data based on the firm's valuers which have reduced EBIT multiples ... |
| | | | Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ... |
| | | | Time runs out today for superannuation funds to have their say on regulations governing the levy to raise $55 million in compensation for victims of the Trio Capital fraud. With the impost worked out as a percentage of funds under management and capped ... |
| | | | Australian Securities and Investments Commission has released a new draft paper, further cementing the Financial and Energy Exchange (FEX) bid for a licence and the possibility of another ASX competitor. The FEX is an unlisted Australian public company ... |
| | | | Industry funds are expected to follow AustralianSuper's lead in forming closer alliances with financial planners, as they look to provide advice to more members. News that the $37 billion AustralianSuper will partner with six financial planning groups ... |
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