The Certified Financial Planner (CFP) Board of Standards in the United States has completely rescinded its decision to introduce a new entry level CFP standard for financ...
Investors Mutual has set itself a target of $1 billion of funds under management in the next few years, according to the new client relationship and marketing manager Mar...
The changes to retirement income streams put in place by the Federal Government on September 20 last year was met with a short-lived flurry of activity. ...
UK - British pension funds gave their first indication of shedding their conservative image with news that some are looking at shifting away from traditional investments ...
USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...
SunGard EBS Asia Pacific, the supplier for master trust and wrap account soft-ware will discontinue the production of use of its flagship software MASTER....
On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...
An industry body representing smaller superannuation funds is set to launch within the next few weeks....
Less than six months after setting up their own practice, Trinity principal consult-ants Bill O' Sullivan and Debbie Thomas have merged with another Cairns finan-cial pla...
USA - General Motors (GM) Corporation, the world's biggest carmaker, plans to enter the financial services business by selling low-cost investment portfolios to 401(k) r...


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...