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FINANCIAL PLANNING
INDUSTRY NEWS
Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...
INDUSTRY NEWS
The ATO has expressed concern at the continuing use of the term ‘do-it-yourself super’ when referring to self-managed superannuation arguing that it can conjure up inappr...
INDUSTRY NEWS
Independent financial advisers will remain key distribution channels for specialist life insurers PrefSure Holdings and Life Limited under its new owner Tower Australia....
INDUSTRY NEWS
One of the five listed independent financial planning firms, Fiducian Portfolio Services, enjoyed a positive end to 2005, posting a healthy half-year profit and expanding...
INDUSTRY NEWS
INGhas signed Xplan to enhance its online financial planning business support tool, Adviser Advantage, to add features that will allow advisers to more easily provide a s...
INDUSTRY NEWS
Following the successful capital raising for Ray White Invest first retail property unit trust, the fund management division of the Ray White estate agency business inten...
INDUSTRY NEWS
In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...
INDUSTRY NEWS
The Association of Financial Advisers has, for the first time in its history, created a role of chief executive officer, and appointed Richard Klipin, ING’s former head o...
INDUSTRY NEWS
Planning practices have been urged by the Financial Planing Association (FPA) to appoint a ‘conflicts officer’ in order to comply with new regulations, but the associatio...
INDUSTRY NEWS
Post graduate degree qualified people will no longer be able to gain an exemption from four out of the five units that must be obtained to receive the Certified Financial...
INDUSTRY NEWS
ASIC has been too busy playing with the red tape of licence applications to perform its surveillance and enforcement activities, a damning report of the regulator’s perfo...
INDUSTRY NEWS
Only one retail fund has featured among the top 10 rankings in a SuperRatings survey of balanced super fund performances last year....
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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...