Long serving Tower Limited group managing director James Boonzaier has announced his retirement after being with the group for 12 years and will leave at the end of July....
ING will merge its nine distribution outlets into three dealer groups, with RetireInvest the only brand to retain its name and identity after the shakeup....
Fund managers have thrown their support behind independent research trips with a number set to join a group of planners heading to the US and the UK later this year....
ANY discussion of estate planning or risk insurance routinely brings out the term ‘holistic planning’....
INVESTOR Security Group (ISG) owner and director Robert Keavney has teamed up with Malcolm Turnbull to launch a new planning group aimed at the high-net-worth end of the ...
FINANCIAL planners with the Chifley Financial Services group will head to the Industrial Relations Commission after unions threw their full support behind the planners in...
Western Australian credit unions, State West and Health Credit, will merge their financial planning arms as part of a wider merger of the two groups....
TECHNOLOGY has moved from the days of being an optional extra to being a core part of every planning business and dealer group....
AT A RECENT Financial Planning Association (FPA) lunch held in Sydney, the head of the Australian Consumer Association (ACA) Louise Sylvan said the benchmark level of und...
Who will pay for the costs of implementing the Financial Services Reform Act is a question that has been lost in the noise of the rollout of the Act. JASON SPITS examines...


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...