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FINANCIAL PLANNING

INDUSTRY NEWS

A former director of the troubled hospitality industry Employees Productivity Award Superannuation Fund has been sentenced to three years jail-term by a Queensland Distri...

INDUSTRY NEWS

Active investment managers offering Australian and international funds have collectively failed to justify their higher management fees after only marginally outperformin...

INDUSTRY NEWS

Mercer Wealth Solutions has recruited another ex-Bridgeport staffer to its Sydney office while adding another senior financial planner to its Adelaide operation....

INDUSTRY NEWS

A former Godfrey Pembroke financial adviser has pleaded guilty in the Tasmanian Supreme Court to embezzling millions of dollars of client investment assets to fund his ou...

INDUSTRY NEWS

The Financial Planning Association (FPA) is continuing its organisational restructure following the resignation and departure on Tuesday of senior executive Rohan Burges...

INDUSTRY NEWS

Almost two thirds of baby boomers do not have financial plans or have a financial planner with nine out of 10 confident of their own financial knowledge according to a su...

INDUSTRY NEWS

AMP is confident of a reversal of fortune following last year’s $5.5 billion loss, announcing today a renewed commitment to regional wealth management and flagging allian...

INDUSTRY NEWS

Perennial Investment Partners has boosted its subsidiary funds management arm – Perennial Growth Management – with the appointment of a senior executive in anticipation o...

INDUSTRY NEWS

The Commonwealth Bank has merged its Premium Financial Services (PFS) and Institutional and Business Services (IBS) divisions resulting in the departure of IBS group exec...

INDUSTRY NEWS

Two senior executives at Financial Wisdom, national manager Brian Dau and Victorian state manager, Theo Christopoulof have broken ranks to establish their own boutique de...

INDUSTRY NEWS

Macquarie Bank has announced a 48 per cent rise in profits buoyed by a 61 per cent increase in international income, but warns that the next twelve months may not be as r...

INDUSTRY NEWS

AMP Capital Investors ramped up its retail market focus today with the launch of a new China fund aimed at providing investors with the opportunity to access one of the w...

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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...

1 day 6 hours ago

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

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks 1 day ago

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

3 days 2 hours ago