Kate Kachor
News by this author
07 Dec
Charles Schwab has had its eye on Australia’s financial market place for the past two years, it was revealed yesterday....
06 Dec
Male and female financial planners are perceived as two distinct groups by the Australian public, according to a National Australia bank (NAB) survey....
04 Dec
Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...
01 Dec
Arthur Andersen has unveiled a new financial planning arm offering fee-for-service charging for clients....
24 Nov
The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....
23 Nov
Ian Heraud will replace Ray Griffin as principal member representative on the Financial Planning Association (FPA) board, when Griffin steps down as chairman next month....
23 Nov
Australia’s first account aggregation or screen scraping service has hit a snag....
20 Nov
AXA has signed a deal with US-based accountants Grant Thornton to offer financial planning services to its business clients....
09 Nov
The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....
09 Nov
The US economy is facing the prospect of a hard landing in the near future, according to State Street Global Advisors’ UK chief investment officer Alan Brown....
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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. ...
1 week 6 days ago
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
5 days 3 hours ago
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. ...
6 days 6 hours ago
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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...