The Certified Financial Planner (CFP) Board of Standards in the United States has completely rescinded its decision to introduce a new entry level CFP standard for financ...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...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...