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FINANCIAL PLANNING

INDUSTRY NEWS

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

INDUSTRY NEWS

Skandia is looking to expand its presence in the Australian market by creating a new ‘strategy’ division to consider enhancing its product range to include growth pension...

INDUSTRY NEWS

Boutique financial planning group Centrestone Wealth Advisory Group has confirmed its push into the lending advice space, with the launch of Centrestone Lending Advisers....

INDUSTRY NEWS

Prime Minister John Howard has unveiled a re-jigged cabinet ahead of the up-coming Federal election, promoting the Minister for Revenue and Assistant Treasurer Helen Coon...

INDUSTRY NEWS

InTech Research has appointed a head of research - a newly created role which completes the asset consulting firms senior executive recruitment drive....

INDUSTRY NEWS

Affiliated dealer groups FuturePlus and Chifley Financial Services have resolved an ongoing dispute with advisers by withdrawing a 12-page commercial agreement the latter...

INDUSTRY NEWS

Superannuation fund members opting to remain in employer sponsored funds, despite now having the freedom to transfer to other funds, stand to retire with up to 34 per cen...

INDUSTRY NEWS

Mercer Wealth Solutions is continuing to steadily grow its professional ranks with the appointment of a head of business development for New South Wales and Queensland to...

INDUSTRY NEWS

ING Australia has bolstered its Australian equities team by snaring two investment specialists from Macquarie Funds Management in a move that triples its capabilities in ...

INDUSTRY NEWS

Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...

INDUSTRY NEWS

Tribeca Learning has signalled its interest in taking on the Financial Planning Association’s ongoing education offering - The Certified Financial Planner (CFP) designati...

INDUSTRY NEWS

General insurers and life insurance companies will be required to identify, assess and manage potential disruptions to the functioning of their business including bomb th...

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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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