FINANCIAL PLANNING

INDUSTRY NEWS

Pure commission-based selling of financial advice or biased buyer of last resort practices are being rapidly dismantled as the Financial Planning Association puts the fin...

INDUSTRY NEWS

Two former directors of failed Sydney securities dealing company Australian Investors Forum (AIF) have been ordered to pay $3.6 million in compensation to AIF and related...

INDUSTRY NEWS

MLC has launched a new absolute return multi-manager product, designed to deliver a target 5.5 per cent real return over a 20 year time period....

INDUSTRY NEWS

Concord Capital is the first boutique funds manager to be selected by Macquarie Bank to manage its externally managed funds in its Professional Series....

INDUSTRY NEWS

Australian ratings agency, RepuTex, has become the first organisation to offer a benchmark for assessing the risks and corporate social responsibility of companies locate...

INDUSTRY NEWS

In a move designed to help clarify some of the confusion surrounding the provision of general and personal advice regarding corporate superannuation, the Australian Secur...

INDUSTRY NEWS

Industry Funds Management has taken another step down the corporate acquisitions trail announcing that it is leading a syndicate bidding for 100 per cent of UK-listed com...

INDUSTRY NEWS

AMP Financial Planning advisers will charge negotiable upfront fees of $200 to $700 for TurningPoint, while AdvicePlus Solutions’ price will be agreed with clients, accor...

INDUSTRY NEWS

Tasmanian financial planner Brendan Moore has escaped criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had hel...

INDUSTRY NEWS

The Institute of Chartered Accountants has called on the Federal Government to make some financial planning fees tax deductible and to address superannuation and business...

INDUSTRY NEWS

Up to 10 per cent of Australians will change super funds by June 30, 2006 according to super clearing house provider InvestmentLink....

INDUSTRY NEWS

Despite the poor performance of the listed investment company market of late, fund manager HFA Asset Management has attracted a $120 million capital raising for Accelerat...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months 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

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

4 weeks 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 ...

2 weeks 6 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...

2 weeks 5 days ago