FINANCIAL PLANNING

INDUSTRY NEWS

Global provider of insurance brokerage and risk management services, Aon Corporation, announced it has completed its US$4.9 billion merger of Hewitt Associates with a sub...

INDUSTRY NEWS

US philanthropic adviser and donor activist Tracy Gary will be returning to Australia for a national tour courtesy of the Australia Women Donors Network, and will present...

INDUSTRY NEWS

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

INDUSTRY NEWS

Count Financial subsidiary Countplus has bought dealer group Total Financial Solutions for $11.5 million....

INDUSTRY NEWS

ACCC chairman, Graeme Samuel has defended the time taken and the processes pursued in the decision to veto NAB’s acquisition of AXA AP....

INDUSTRY NEWS

Financial planning software company, Midwinter Advice Solutions, has purchased AdviserTech from Zurich Financial Services....

INDUSTRY NEWS

The Australian Securities and Investments Commission has proposed tougher financial requirements for MIS Responsible Entities....

INDUSTRY NEWS

As Britain continues along a path of austerity and cost cutting, new research revealed the United Kingdom is still home to 284,317 millionaires who collectively represent...

INDUSTRY NEWS

Stanfield Funds Management has gained effective control of Mariner Corporation....

INDUSTRY NEWS

AUSTRAC has released a suite of strategies detailing how the regulator will direct its anti-money laundering and counter-terrorism financing efforts in the areas of intel...

INDUSTRY NEWS

National Australia Bank has declined to act on a 20 per cent share option it held over the parent company of Professional Investment Services, but the existing relationsh...

INDUSTRY NEWS

Advisers have been asked to consider the benefits of supporting fund managers who put their money where their mouth is....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 5 days ago