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FINANCIAL PLANNING
INDUSTRY NEWS
The FPA is confident the industry will overcome conditions that led to a ‘statements of advice’ failure in the ASIC’s 2006 ‘shadow shopper’ survey on superannuation advic...
INDUSTRY NEWS
The Federal Court of Australia has ordered that the directors of an unlicensed financial services business in Perth must cease operation immediately, following an ASIC in...
INDUSTRY NEWS
Delivering comparatively high returns despite falling yields combined with above-average capital growth has placed actively-managed commercial property investments amongs...
INDUSTRY NEWS
AMP Financial Planning (AMPFP) has appointed Michael Guggenheimer as its new managing director in the wake of Greg Kirk’s imminent departure to join Genesys Wealth Advise...
INDUSTRY NEWS
After ending an exclusive distribution arrangement with BT Funds Management, one of the world’s largest investment managers, Putnam Investments, is set to make its presen...
INDUSTRY NEWS
Zurich Financial Services has launched a new web accessible risk software product that allows planners to access premium quotations on the Internet....
INDUSTRY NEWS
A second financial planning practice has joined the Macquarie-owned dealer group Lachlan Wealth Management, strengthening the dealership’s standing within the financial a...
INDUSTRY NEWS
Australian fund managers are “beginning to adjust their beta to suit the market environment, although the skill remains in short supply”, according to Intech Investment C...
INDUSTRY NEWS
Business restructures in the financial services and institutional divisions, along with last year’s strategic entry into a joint venture with Bank of New York, have deliv...
INDUSTRY NEWS
Wealth management technology provider IWL has reported a record third quarter result in the March quarter of 2006, having achieved a profit 28 per cent higher than in the...
INDUSTRY NEWS
People who invested in a Packer-backed Challenger Financial Services’ property fund that invested in a Sydney shopping centre will only get a third of their original inve...
INDUSTRY NEWS
The diversity of global infrastructure assets available for investment is expected to increase in coming years, while the infrastructure market is tipped to continue to o...
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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...