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FINANCIAL PLANNING

INDUSTRY NEWS

AMP Financial Planning is set to close its employed planner support channel due to the cost of servicing the relative small number of in-house advisers in the group....

INDUSTRY NEWS

The Australian Securities and Investments Commission has vowed to continue its crackdown on dishonest financial planners after a Melbourne adviser was sentenced to two-ye...

INDUSTRY NEWS

Investors are more optimistic than financial advisers on future share market performance according to a joint Australian Investors Association and Adviser Ratings survey....

INDUSTRY NEWS

Financial advisers spend almost 20 per cent of their time bogged down in administration with an average planner only affording 10 per cent of his/her working day to sourc...

INDUSTRY NEWS

Aegis Equities Research has won a mandate to supply Sealcorp owned financial planning group Securitor with equities and property investment research....

INDUSTRY NEWS

AXA Asia Pacific has commissioned consultancy group Grant Samuel to conduct an independent valuation of its operations so that shareholders have a yardstick to compare it...

INDUSTRY NEWS

The Australian Securities and Investments Commission has reached an accord with its counterpart in Japan - the Financial Services Agency - to raise the level of co-operat...

INDUSTRY NEWS

ING has reduced its fees and added more investment options to its retail master trust, OneAnswer, in a move suggesting heightened competition in the platform space is for...

INDUSTRY NEWS

Commonwealth Bank of Australia’s broking arm CommSec has created a margin lending tool that enables financial planners to assess the probability that clients will face a ...

INDUSTRY NEWS

Australia’s third biggest financial planning dealer group, Count Financial, has been valued at $222 million by an independent actuarial evaluation...

INDUSTRY NEWS

MLC has appointed Susan Gosling as general manager of its implemented consulting division as part of the group’s ongoing strategy to strengthen its consulting capabilitie...

INDUSTRY NEWS

Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...

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MARKET INSIGHTS

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