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INDUSTRY NEWS
HFA Asset Management’s conscious effort to become more proactive with institutional investors has begun to pay dividends with the winning of a $60 million international s...
INDUSTRY NEWS
Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...
INDUSTRY NEWS
A former NAB financial planner is facing criminal charges for allegedly defrauding bank customers of more than $4.7 million over a seven-year period....
INDUSTRY NEWS
Skandia will add six new funds to its investment menus on all products, except corporate superannuation, in response to market trends identified during the firm’s most re...
INDUSTRY NEWS
IFSA has welcomed a decision by the International Investment Funds Association to adopt a statement of principles recognising the important role of investment funds in gl...
INDUSTRY NEWS
Corporate super advisers are seeking further guidance from ASIC on the provision of advice to fund members, particularly in areas where individuals are seeking more perso...
INDUSTRY NEWS
While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...
INDUSTRY NEWS
A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...
INDUSTRY NEWS
SRI is continuing to gain momentum, with funds under management in ethical investments reaching $7.67 billion, and AMP Financial Planning and Ethical Investment Services ...
INDUSTRY NEWS
A former National Australia Bank financial planner is facing criminal charges for allegedly defrauding bank customers of more than $4.7 million over a seven-year period....
INDUSTRY NEWS
Mercer Investment Consulting has signalled its intention to expand its research capabilities in 2006 to incorporate some of the more popular new investment strategies inv...
INDUSTRY NEWS
The merger between high-end financial planning groups Centrestone Wealth Management and the Berkley Group, initiated in April 2005 to maintain their independence, has cul...
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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...