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FINANCIAL PLANNING
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has taken action against a director of a super fund and a promoter of a superannuation rollover scheme after a...
INDUSTRY NEWS
Tower Australia and Tower Life (New Zealand) have divested their complete holdings in parent company Tower Limited this morning following the sale of almost 10 million sh...
INDUSTRY NEWS
Associated Planners Financial Services (APFS) has dropped AXA life insurance from its list of recommended insurers after the two groups failed to reach an understanding o...
INDUSTRY NEWS
The Federal Opposition has criticised the Australian Securities and Investments Commission for providing an exemption from the Financial Services Reform regime to mortgag...
INDUSTRY NEWS
Macquarie Funds Management (MFM) received four senior staff resignations yesterday with two of the defectors departing to join former head of the division David Deverall ...
INDUSTRY NEWS
Former Financial Planning Association (FPA) board member, Nick Bruining, has taken out the 2003 Money Management Financial Planner of the Year award in what is fast becom...
INDUSTRY NEWS
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
INDUSTRY NEWS
The Association of Independently Owned Financial Planners (AIOFP) and Personal Choice Management (PCM) and have combined to launch a new joint venture - Personal Choice I...
INDUSTRY NEWS
National Australia Financial Planning Business (NAFPB) is to focus on providing workplace financial advice to clients following its incorporation of MLC Private Client Se...
INDUSTRY NEWS
The Financial Planning Association (FPA) will suffer “a probable net loss of fifteen” staff through retrenchment following yesterday’s announcement of restructure plans t...
INDUSTRY NEWS
Insurance Australia Group (IAG) has exited the financial planning arena, selling its Clearview business to MBF Australia for around $220 million plus an additional earn-o...
INDUSTRY NEWS
Each year, the number of applications Money Management receives for one of the industry’s most prestigious awards increases. And this year was no exception....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...