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FINANCIAL PLANNING

INDUSTRY NEWS

Senator Helen Coonan has been voted this year’s most influential person in financial services. Coonan, the Minister for Revenue and Assistant Treasurer, was given the top...

INDUSTRY NEWS

ING’s dealer group Tandem and RetireInvest have been thrown into disarray after all staff involved in management, compliance and services functions have been told they wi...

INDUSTRY NEWS

Challenger Financial Services will allocate 25 per cent of funds flowing into its soon-to-be-launched Boutique Australian Share Fund to 452 Capital. The move allows inves...

INDUSTRY NEWS

AMP Financial Planning (AMPFP) has re-affirmed its commitment to offering holistic financial planning advice to clients through the launch of AMPFP Life Stages....

INDUSTRY NEWS

The Financial Planning Association (FPA) has voiced opposition to Labor’s proposed ban on commissions for superannuation guarantee contributions, arguing this would make ...

INDUSTRY NEWS

Q: Under Financial Services Reform (FSR), what is the scope of advice we can provide during an initial client meeting before a Statement of Advice (SOA) is provided? My u...

INDUSTRY NEWS

The good times appear to be rolling again for Australian and international share managers according to the latest data released by InTech Financial Services....

INDUSTRY NEWS

Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...

INDUSTRY NEWS

How well do the Australian and New Zealand life insurance markets stack up against each other? Mike Taylor investigates....

INDUSTRY NEWS

Roger Montgomery says fund management ‘style’ is bunkum and investments should be based on fundamentals, not marketing hype....

INDUSTRY NEWS

The life insurance industry had gone off the rails. But, as Jason Spits writes, fortunes are slowly turning as it returns to its core competencies....

INDUSTRY NEWS

Some of the new tricks are not being picked up in the risk insurance market which, as Lucie Beaman reports, means advisers may be in for another troublesome run with insu...

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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 12 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

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 8 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 3 days ago