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FINANCIAL PLANNING
INDUSTRY NEWS
Dealer group Financial Wisdom is preparing to change its buyer of last resort arrangements....
INDUSTRY NEWS
Advance Asset Management has appointed Asgard to deliver the registry administration of its funds management and superannuation products as a replacement for its existing...
INDUSTRY NEWS
Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...
INDUSTRY NEWS
Industry Fund Services has agreed to change its super choice advertising campaigns “Compare the Pair” and “A lifetime of Difference” after the Australian Securities and I...
INDUSTRY NEWS
Queensland dealer group Infocus Money Management has signed with Aviva Australia to build a $500 million white label product on its Navigator platform....
INDUSTRY NEWS
A former director of unlicensed Sydney financial services, Pegasus Leveraged Options Group, has plead guilty to stealing $2.1 million from clients....
INDUSTRY NEWS
The political fanfare and media frenzy which beset the 2005 Budget announcement, heralding tax cuts on many fronts, unfortunately overlooked blatant omissions from a fisc...
INDUSTRY NEWS
Australian Skandia has dumped Merrill Lynch’s Australian share fund, and made a big initial allocation to global listed property, among menu changes which became availabl...
INDUSTRY NEWS
Fee comparisons are being overemphasised in the lead-up to choice of fund, according to the Financial Planning Association, which claims most debate on the new rules is m...
INDUSTRY NEWS
Professional Investment Services will next week finalise a deal to take an equity stake in a Malaysian financial planning practice, and is poised for further expansion ac...
INDUSTRY NEWS
Rural financial planning group Elders Securities has partnered with MLC, agreeing to replace its own in-house planning systems with ready made versions supplied by the fi...
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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...