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FINANCIAL PLANNING

INDUSTRY NEWS

The challenges of 2009 have demonstrated the underlying strength of the super industry, writes Pauline Vamos....

INDUSTRY NEWS

AXA Australia has received a revised takeover offer from AMP and France's AXA SA....

INDUSTRY NEWS

A new submission to the Cooper Review has suggested that the dominance of financial planning by banking institutions is more worrying than the payment of commissions....

INDUSTRY NEWS

Investor confidence will be strengthened by solid superannuation returns for the September quarter, according to Investment and Financial Services Association (IFSA) chie...

INDUSTRY NEWS

Dealer groups with a mission to grow should be cautious of the risks larger planner numbers have on compliance, Avenue Capital Management director of compliance Mark Lewi...

INDUSTRY NEWS

Emerging markets are an integral part of global economic growth in 2010, with energy and mining firms offering the best potential returns for global investors, claims spe...

INDUSTRY NEWS

Steven Scott will be responsible for running both the investment strategy team and the research analysts team covering Australian equities at Ord Minnett....

INDUSTRY NEWS

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

INDUSTRY NEWS

The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...

INDUSTRY NEWS

A new submission to the Cooper Review into superannuation has urged a prohibition of advice fees with respect to default funds....

INDUSTRY NEWS

Dixon Advisory & Superannuation Services yesterday took the investment management reins of the Asian Masters Fund (AMF), a listed investment company (LIC) of which a numb...

INDUSTRY NEWS

Research from Investment Trends has found that despite risk advice continuing to be an important part of financial planning practices, revenue from risk remains small in ...

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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...

3 weeks 2 days ago

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

4 weeks 2 days ago

So we are now underwriting criminal scams?...

7 months ago

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

3 weeks 4 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 ...

4 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 3 days ago