FINANCIAL PLANNING

INDUSTRY NEWS

Melbourne-based dealer group Quadrant Securities is set to buy the 50 per cent stake held in it by Challenger Financial Services Group (CFSG), through dealer group Garris...

INDUSTRY NEWS

AMP, in a rare bout of good news, has revised its profit expectations upward for the calendar year ending 2003 following an improved performance across its business units...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has permanently banned a former AMP Superannuation agent imprisoned for cheating and defrauding two of his for...

INDUSTRY NEWS

Financial services training and education provider Tribeca has announced a 27 per cent growth in sales revenue and earnings for the first quarter of the financial year fo...

INDUSTRY NEWS

Further restructure at newly listed IOOF will see two senior staffers depart the group today in light of plans to consolidate the firm’s executive sales roles and create ...

INDUSTRY NEWS

IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...

INDUSTRY NEWS

Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...

INDUSTRY NEWS

Goldman Sachs JBWere business development manager Matthew Stovold has beaten a record entry of nominations to take out the 2004 Money Management/Tribeca Communications Bu...

INDUSTRY NEWS

Count Financial has been forced to make a provision of $400,000 for the half-year to December 31 2003 due to a risk of claims against it for the alleged poor advice given...

INDUSTRY NEWS

Investors should increase their exposure to alternative assets from 5 to 20 per cent through a greater spread of investments and in turn boost portfolio diversification, ...

INDUSTRY NEWS

Investor Group will aim to roll out its risk insurance, finance broking and superannuation advice service offerings to clients of Sydney-based Greenwood BKT after today a...

INDUSTRY NEWS

ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...

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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 ago

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

8 months ago

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

3 weeks 4 days 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 ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago