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FINANCIAL PLANNING
INDUSTRY NEWS
Professional Investment Services has revealed another plank of its strategy for offshore expansion, announcing plans for a new business servicing offshore financial advis...
INDUSTRY NEWS
Research house Lonsec has found the Australian and International long/short equity fund sector to be a stand out performer after reviewing these funds for 2005....
INDUSTRY NEWS
The bank housing the second largest number of financial planners in Australia, the National Australia Bank, has announced it will invest $1.8 billion in rebuilding its Au...
INDUSTRY NEWS
With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...
INDUSTRY NEWS
Babcock & Brown has decided to float its wind energy fund, beginning the process with an initial public offer of stapled securities in Babcock & Brown Wind Partners....
INDUSTRY NEWS
A former director of the now defunct Whet Investments has been ordered to pay more than $200,000 to the failed company’s administrators following an investigation by the ...
INDUSTRY NEWS
The AXA group has warned of massive upheaval in the financial planning sector as almost half of all planning practice owners look to exit the industry within the next fiv...
INDUSTRY NEWS
Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...
INDUSTRY NEWS
Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...
INDUSTRY NEWS
Last week financial planners were given the first solid indication of what they will have to pay to comply with looming anti-money laundering legislation....
INDUSTRY NEWS
More than 75 per cent of the revenue and profits of the total Berkley Group will join the merger with Centrestone Wealth Advisers, despite over half of the group’s advise...
INDUSTRY NEWS
Women have emerged as the major beneficiaries of the Federal Government’s superannuation co-contribution regime, according to data released by the Commonwealth this week....
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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...