FINANCIAL PLANNING

INDUSTRY NEWS

Morningstar’s head of consulting Anthony Serhan will join Vanguard’s head of retail investment Robin Bowerman in a session covering the importance of after-tax returns....

INDUSTRY NEWS

Abstract Long...

INDUSTRY NEWS

Standards Australia has voted against the proposed publication of a global financial planning standard by its parent organisation, International Standards Organisation....

INDUSTRY NEWS

Four large industry superannuation funds have been reprimanded by the corporate regulator for not clearly outlining how much insurance cover clients will lose if they lea...

INDUSTRY NEWS

Rising investor interest and media hype surrounding equity release products, exacerbated by the recent collapse of a company spruiked by swimming legend Dawn Fraser, have...

INDUSTRY NEWS

Count Financial expects to back up its strong performance in the first half of 2005-06, forecasting half-year earnings before interest and tax 70 per cent higher than in ...

INDUSTRY NEWS

As predicted, investment banking and funds management giant Macquarie Bank has raked in another bumper profit of close to half a billion dollars, largely underpinned by a...

INDUSTRY NEWS

Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...

INDUSTRY NEWS

The paper work burden for financial planners has just been lightened by the release of a new product that allows planners to process electronic applications for investmen...

INDUSTRY NEWS

Advisers with Australia’s largest dealer group, AMP Financial Planning, will be expected to offer clients new generic advice packages designed by AMP management by the en...

INDUSTRY NEWS

Professional Investment Services has made a move into the software business, buying a 25 per cent stake in New Zealand-based Risk Management Solutions....

INDUSTRY NEWS

The first separately managed account for wraps has been launched by Direct Portfolio Services, and the company is currently in discussions with a number of platforms abou...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks 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 ago

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

3 weeks 4 days 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 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago