FINANCIAL PLANNING

INDUSTRY NEWS

Assirt’s research team has been dealt another blow with the resignations of investment research analyst Jody Fitzgerald and hedge fund analyst Daniel Liptak....

INDUSTRY NEWS

ING Australia, has struck a deal with Macquarie Investment Management for the latter to provide outsourced systems and administrative functions for ING’s wrap offering....

INDUSTRY NEWS

The Securities Institute has seized the opportunity to swoop on yesterday’s deficit announcement by the Financial Planning Association (FPA) by revealing it attracted 1,6...

INDUSTRY NEWS

Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...

INDUSTRY NEWS

Newly launched retail distribution group The Private Collection has launched its second fund - an income fund offered by boutique fund manager Westpoint Corporation....

INDUSTRY NEWS

Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...

INDUSTRY NEWS

The Australian Industrial Relations Commission (AIRC) has ruled in favour of ANZ Banking Group over a two-year employee severance pay dispute relating to its joint ventur...

INDUSTRY NEWS

A Melbourne financial adviser has been permanently banned from the industry after falling for a Nigerian letter scam....

INDUSTRY NEWS

Praemium Portfolio Services and CARM GPS have agreed to integrate their respective business platforms, to streamline and industrialise sales and business processes for fi...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) director of FSR licensing Pauline Vamos has announced her departure from the regulator following the implement...

INDUSTRY NEWS

Financial Services Partners (FSP) is relocating its Melbourne administrative functions to Sydney in a reorganisation of its back-office structure....

INDUSTRY NEWS

BT Financial Group has retained two major clients to its wrap and averted outflows of over $2 billion following the renewal of agreements with Associated Planners Financi...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 weeks 1 day 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 ...

3 weeks 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...

2 weeks 6 days ago