FINANCIAL PLANNING

INDUSTRY NEWS

ING Australia and its aligned financial planning groups have experienced a growth spurt in planners, but overall financial performance for 2005 was disappointing....

INDUSTRY NEWS

Although financial planners think the Westpoint collapse can be blamed on a host of related parties, they are prepared to shoulder some of the responsibility....

INDUSTRY NEWS

Tower Australia has completed an overhaul of its risk insurance range, improving existing product features and launching a new life insurance product aimed at part-time w...

INDUSTRY NEWS

Axa will expand its advice footprint by purchasing, through its ipac dealership, equity stakes held by advisers in South Australian-based independent business Portfolio P...

INDUSTRY NEWS

Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...

INDUSTRY NEWS

David Jones is considering launching an expanded range of financial products to customers, following a similar business model to UK retail operators Tesco and Marks and S...

INDUSTRY NEWS

Five out of six Australians have inadequate insurance cover to guard against the loss of their income in the event of illness or injury, according to a survey conducted b...

INDUSTRY NEWS

Investors in Glebe Asset Management will have their funds paid out to them after the ethical investment manager, which put itself up for sale last October, failed to find...

INDUSTRY NEWS

An Adelaide-based wealth management practice has entered a joint venture to launch an online recruitment service, called Jobs.com.au, through which it will source referra...

INDUSTRY NEWS

ANZ Financial Planning will be the first dealer group to pilot a new, online client management solution for financial advisers....

INDUSTRY NEWS

The headhunter assigned to find the next chief executive for the Financial Planning Association (FPA) has dismissed concerns that Jo-Anne Bloch’s lack of direct involveme...

INDUSTRY NEWS

Another desktop advisory software provider has entered the financial planning arena after signing a contract with a mid-sized, Sydney-based independent dealer group to he...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 5 days 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...

3 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 3 days ago