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FINANCIAL PLANNING

INDUSTRY NEWS

AFS has withdrawn from acquisition talks with another dealer group, with negotiations breaking down over the disclosure of profitability information....

INDUSTRY NEWS

IOOF appears to have reaped the benefits of its merger with AWM and its acquisition of Skandia....

INDUSTRY NEWS

AXA Australia has broadened its adviser product choice in emerging markets and global equities through the addition of 20 investments to its approved list for AXA Financi...

INDUSTRY NEWS

Dealer group Synchron has raised concerns about the provisions of an agreement associated with the transfer of two financial planners from Guardian Financial Planning....

INDUSTRY NEWS

AFSLs say some external compliance providers need to lift their game....

INDUSTRY NEWS

Financial reform taking place both globally and in Australia is minor tinkering rather than change that will underpin safer financial markets....

INDUSTRY NEWS

The comparative attractiveness of bank deposit yields was one of the themes of Standard & Poor's (S&P's) Australian fixed interest peer group review....

INDUSTRY NEWS

HFA Holdings has posted a profit of just under $1 million for the first half of this financial year, compared with a more than $570 million loss in the previous correspon...

INDUSTRY NEWS

Suncorp has boosted its external adviser distribution channel, but the company pointed to pressure on policy lapse rates as one cause of a 23 per cent fall in net profit....

INDUSTRY NEWS

The Association of Independently Owned Financial Planners' status as an industry association is being questioned as it moves to revive an investment administration servic...

INDUSTRY NEWS

The Australian Securities and Investments Commission is highly unlikely to complete its promised return to shadow shopping in the financial planning industry in the curre...

INDUSTRY NEWS

Parent companies of investment conglomerates and financial corporations should create smaller group structures and be made directly responsible for their subsidiaries' ac...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 3 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 2 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks ago