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FINANCIAL PLANNING

INDUSTRY NEWS

Fiducian Portfolio Services today unveiled a number of initiatives as part of its previously heralded plans to expand its presence across a variety of financial services ...

INDUSTRY NEWS

Two Promina owned dealer groups – financial planning advice focused Cameron Walshe and life risk advice orientated Guardian Financial Planning - are to be rolled into one...

INDUSTRY NEWS

Rural Funds Management has launched a new unit trust, the RFM Chicken Income Fund, which will invest in chicken meat production....

INDUSTRY NEWS

The combination of industry associations lobbying Government over the issue of amending elements of the Financial Services Reform Act (FSRA) have now formally presented t...

INDUSTRY NEWS

The Macquarie Group has stamped its name on this year’s Assirt service level awards, taking out top place in both the funds management and platform categories after comin...

INDUSTRY NEWS

The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...

INDUSTRY NEWS

IOOF has lost a protracted case in the Supreme Court of Victoria in which two financial advisers alledged the group sold building society offices held by them to the Bend...

INDUSTRY NEWS

The Centrestone Wealth Advisory group has significantly bolstered its risk advice capabilities through the appointment of two specialist risk advisers and is actively see...

INDUSTRY NEWS

Australia’s 40 registered life insurers have increased the total assets held collectively by nearly three per cent to $181.5 billion but lost out heavily on new premium i...

INDUSTRY NEWS

Associated Planners Financial Services (APFS) has abandoned an expansion push into Asia after discussions with its Singaporean joint-venture partner failed to justify the...

INDUSTRY NEWS

AXA has unveiled plans to centralise its nationwide paraplanner operations in Melbourne by the end of the year with its non-Victoria based staff being offered the chance ...

INDUSTRY NEWS

The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...

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