FINANCIAL PLANNING

INDUSTRY NEWS

Colonial First State Global Asset Management (CFSGAM) has announced a number of senior appointments in the Global Resources investment team, bringing the total headcount ...

INDUSTRY NEWS

The transition to fee-for-service has not changed the fundamentals and has not had a dramatic effect on the cost of advice either, according to long-time AMP financial pl...

INDUSTRY NEWS

Listed premium insurance funding company Centrepoint Alliance has told the market it won’t break even for the six months to 30 June 2010, as a result of costs assoc...

INDUSTRY NEWS

Australians need to be educated at an early age about financial matters, and it’s up to advisers to take that step, according to Novus Capital’s Sara Harman....

INDUSTRY NEWS

The Financial Planning Association (FPA) is partnering with the Responsible Investment Association of Australasia (RIAA) to educate its members about responsible investme...

INDUSTRY NEWS

Publicly listed litigation funder IMF Australia has backed Bank of Queensland franchisees in action against the bank....

INDUSTRY NEWS

AUSCOAL Super chief executive Bruce Watson has been named as the winner of the 2010 FEAL Fund Executive of the Year Award....

INDUSTRY NEWS

Segmenting client service packages has resulted in clients becoming more engaged in the advice process, according to Zurich Financial Services' national sales manager of ...

INDUSTRY NEWS

Investment research houses van Eyk and Adviser Edge have dropped their endorsement for the Willmott Forests Premium Forestry Blend - 2010 Project following the company's ...

INDUSTRY NEWS

The ATO believes its Project Wickenby crackdown has succeeded in changing attitudes to tax havens....

INDUSTRY NEWS

Plan B completes its acquisition of the remaining portion of Melbourne's Strategic Financial Management ahead of time....

INDUSTRY NEWS

ASIC has succeeded in having the Federal Court overturn an AAT decision lifting a banning order on a Queensland planner....

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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 2 weeks ago

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

7 months 2 weeks ago

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

1 week 2 days 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...

3 weeks 3 days ago

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

2 weeks ago