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FINANCIAL PLANNING

INDUSTRY NEWS

The recent terse exchange between the Financial Planning Association and the Australian Investors Association revealed some of the deeper held suspicions relating to soft...

INDUSTRY NEWS

The Ethical Investment Association (EIA) has condemned the Federal Government’s energy plan, Securing Australia’s Energy Future saying it does not inspire greater market ...

INDUSTRY NEWS

The financial services industry is bracing itself against the potential crippling cost of having to identify more than 9 million investors ahead of the Federal Government...

INDUSTRY NEWS

Tower Australia is rolling out the second phase of its multi-manager investment strategy, appointing Deutsche Asset Management and Macquarie Funds Management to focus on ...

INDUSTRY NEWS

Three advisers to a tax-minimisation scheme have been jailed in the West Australian Supreme Court for five years each for attempted tax fraud of around $26 million....

INDUSTRY NEWS

Melbourne-based financial services group Australian Unity is throwing its weight behind expanding its three year old financial planning arm with plans to increase its adv...

INDUSTRY NEWS

Over the past three years, more and more advisers have said they are becoming ‘lifestyle’ focused with their financial planning business and we have heard buzz words such...

INDUSTRY NEWS

The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June....

INDUSTRY NEWS

For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...

INDUSTRY NEWS

Freya Purnell looks at the effect of different advice offerings on the bottom line....

INDUSTRY NEWS

Credit Suisse Asset Management has combined its Australian and Asian equity teams, resulting in the walk out of two executives, including former head of Australian equiti...

INDUSTRY NEWS

IWL has successfully renegotiated its ongoing Visiplan software contracts with two dealer groups - Associated Planners Financial Services (APFS) and Lonsdale Financial Gr...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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So we are now underwriting criminal scams?...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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