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FINANCIAL PLANNING

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...

INDUSTRY NEWS

Fiducian Financial Services is close to striking a collection of deals to significantly increase the scope and presence of its national financial planning franchise netwo...

INDUSTRY NEWS

AXA expects to lose over 120 advisers from its dealer groups as a result of Policy Statement 146 requirements and the introduction of raised education and compliance stan...

INDUSTRY NEWS

Software provider Investment Data Technologies (IDT) has moved to integrate its adviser systems with popular wrap and master trust platforms to give planners seamless acc...

INDUSTRY NEWS

IOOF is hunting for a new chief executive after deciding not to renew the contract of long serving incumbent Rob Turner after seven years at the helm of the Melbourne-bas...

INDUSTRY NEWS

Socially responsible investment (SRI) managed fund assets have grown 625 per cent over the past three years to a sum of $2.4 billion as at June 2003, according to a bench...

INDUSTRY NEWS

Fiducian Portfolio Services managing director Indy Singh says his company is in discussion with several groups, including a national accounting group, over the provision ...

INDUSTRY NEWS

Asgard has relaunched its Separately Managed Accounts (SMAs) in superannuation, pensions and investments, following a review of its model portfolios....

INDUSTRY NEWS

Platform provider Asgard has announced it will give fee discounts of up to 32 per cent for linked family accounts....

INDUSTRY NEWS

ING has moved quickly to announce a replacement for its IOOF-bound head of funds management distribution, Jarrod Brown with the appointment of an ING regional executive -...

INDUSTRY NEWS

A financial planner has been banned for five years after making product recommendations to clients resulting in financial benefits to a company of which she was the sole ...

INDUSTRY NEWS

The Association of Financial Advisers (AFA) is seeking direction from Government, and in turn the Australian Securities and Investments Commission, on guarantees to prote...

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