FINANCIAL PLANNING

INDUSTRY NEWS

In an effort to ensure a smooth implementation of the Principles to Manage Conflicts of Interest, the Financial Planning Association has issued a set of guidelines to its...

INDUSTRY NEWS

Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platf...

INDUSTRY NEWS

A venture aimed at improving access to financial services education has lit up the pathway for budding planners seeking a career in finance....

INDUSTRY NEWS

Professional Investment Services has moved into top spot in the 2005-06 Money Management Top 100 Dealer Group survey, displacing AMP Financial Planning as the nation’s la...

INDUSTRY NEWS

Ipac Securities has appointed US-based equity manager Arrowstreet Capital to manage the international small companies component of its diversified funds, replacing Capita...

INDUSTRY NEWS

Federal Tasmanian Liberal Senator John Watson has again asked the Australian Securities and Investments Commission to account for its lack of action in the lead up to the...

INDUSTRY NEWS

The Bank of Ireland Group has taken a leap forward in its strategy to grow a portfolio of niche, skill-based businesses internationally by announcing a joint venture with...

INDUSTRY NEWS

Listed financial planning and accounting business WHK Group will acquire three new practices, including a Cairns-based financial planning and accounting practice operatin...

INDUSTRY NEWS

The Supreme Court of New South Wales has extended orders preventing the sole director of Palentia, formerly known as Kebbel, from leaving the country and disposing of his...

INDUSTRY NEWS

A survey of people working in the superannuation industry has revealed that while the Federal Treasurer, Peter Costello, may have kicked a goal in terms of superannuation...

INDUSTRY NEWS

BT Financial Group has improved the functionality of its Wrap Platform for financial advisers, with the addition of online corporate actions and initial public offer cale...

INDUSTRY NEWS

MLC-owned financial planning dealer group Godfrey Pembroke has announced it will be moving to a pure fee-for-service model for all of its new clients from October 1, 2006...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 1 week 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....

4 days 11 hours 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...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago