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INDUSTRY NEWS
Contrary to what many planners may think, clients often don’t believe they have a relationship with their adviser, according to consultant and trainer Steve Lesser....
INDUSTRY NEWS
Around 100 people attended the CFP Retreat last week before the FPA Convention, for what was an “amazing day with exceptionally high quality speakers”, according to sourc...
INDUSTRY NEWS
Small and medium business owners tend to be too focused on sales and turnover and need guidance on how to derive personal wealth, according to Westpac Banking Corporation...
INDUSTRY NEWS
The retail managed fund market has been given a significant boost by increased net inflows as well as strong equity returns during the September 2003 quarter, according t...
INDUSTRY NEWS
Fiducian Portfolio Services (FPS) will offer its own range of funds to other wrap account providers after they posted strong performance in recent months....
INDUSTRY NEWS
Share-broking and financial planning group Tolhurst Noall has sold its 50 per cent stake in Tolhurst Funds Management along with all remaining shareholders to Wright Glob...
INDUSTRY NEWS
Research house Morningstar has downgraded BT Funds Management’s international equities capability following the much-publicised scandal involving its US-based management ...
INDUSTRY NEWS
The final draft of a set of international standards for financial planning should be ready for comment next March....
INDUSTRY NEWS
Despite a record haul of enforcement outcomes for the 2002/03 financial year, the Australian Securities and Investments Commission (ASIC) has pledged to be even more ruth...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has lost a Full Federal Court appeal against a decision to reinstate the securities dealer licences of Saxby B...
INDUSTRY NEWS
Master trusts are continuing to outstrip their traditional retail fund counterparts in terms of asset grow and fund flows according to actuary and research firm Plan For ...
INDUSTRY NEWS
The Financial Industry Complaints Service (FICS) has hit back following heavy criticism levelled at it by some members last week over its complaint handling procedures, l...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...