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FINANCIAL PLANNING
INDUSTRY NEWS
Key elements of the financial services industry, including IFSA, have been negotiating with the Australian Consumers’ Association in a bid to develop a mutually acceptabl...
INDUSTRY NEWS
The Parliamentary Secretary to the Treasurer, Chris Pearce, has indicated the Government will not intervene with prescriptive legislation as to whether fee or commission ...
INDUSTRY NEWS
The corporate watchdog has obtained injunctions against a Brisbane-based advice business, its directors and related entities, while in Sydney four individuals have been c...
INDUSTRY NEWS
Challenger Financial Services has extended the range of managers within its Custom Choice Boutique Australian Share Portfolio....
INDUSTRY NEWS
MIR Investment Management’s equity funds, which were placed on hold by Standard & Poor’s (S&P) in May due to organisational and personnel changes, have had their five st...
INDUSTRY NEWS
Months after completing a reorganisation of its distribution area, Credit Suisse has announced plans to launch a private banking operation in Australia....
INDUSTRY NEWS
AMP Financial Planning has claimed a lack of demand is the reason for removing industry superannuation funds from its approved list, but Industry Funds Services has impli...
INDUSTRY NEWS
Asteron has completed the first pilot of C-Map, the only currently available audit process that enables insurers to measure their claims management function....
INDUSTRY NEWS
Professional Investment Services has purchased a Hong Kong dealer group, even as it is on the verge of cancelling its proposed purchase of a North American-based financia...
INDUSTRY NEWS
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
INDUSTRY NEWS
While the planning software market appears to have settled down into something akin to trench warfare, there are still some players making forays into open territory....
INDUSTRY NEWS
Despite the requirement by the FPA that their members fully comply with the ‘soft dollar code’ by January 1, 2005, benefit arrangements employed by advisory dealer groups...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...