FINANCIAL PLANNING

INDUSTRY NEWS

IOOF will revamp its administrative platform for financial advisers by splitting its existing offering in half....

INDUSTRY NEWS

Former Victorian Premier Jeff Kennett has warned that some current reverse mortgage providers will fail in what he predicts will be a burgeoning market. His warning came ...

INDUSTRY NEWS

Macquarie Bank’s advisory services division has announced the creation of a new risk platform, just weeks after Sydney-based Straight Through Solutions became the first A...

INDUSTRY NEWS

Listed financial services education provider Tribeca has entered into a purchase agreement with United States-based education provider and business trade publisher Kaplan...

INDUSTRY NEWS

Commonwealth/Colonial Group, Macquarie Bank and AMP continue to hold the highest value in total investment management, but AXA has reported the largest growth in funds fo...

INDUSTRY NEWS

Basis Capital and Colonial First State manage the two best Australian funds in the international fixed interest space according to boutique research house Zenith....

INDUSTRY NEWS

The outgoing chief executive of the Financial Planning Association, Kerrie Kelly, has described her move to the Insurance Council of Australia as a “straight career decis...

INDUSTRY NEWS

Instances of the mis-selling of superannuation products have prompted Shadow Financial Services Minister Senator Nick Sherry to call for simplification of the super choic...

INDUSTRY NEWS

A Brisbane man who acted as a commission agent for an investment scheme based on sunken treasure from shipwrecks has been convicted of operating a financial services busi...

INDUSTRY NEWS

An online adviser reporting system that claims to take the guesswork out of deducing exact commission payments has been implemented by three dealer groups, with a fourth ...

INDUSTRY NEWS

Financial Services Partners (FSP) has struck a deal with software provider PlanTech, which will now be available to FSP’s over 170 financial planners for CRM, risk advisi...

INDUSTRY NEWS

Count Financial has announced that it will give its accountants the opportunity to work under the brand of its new accountancy business, CountPlus, in franchise arrangeme...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 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 ...

6 months 1 week ago

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

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago