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FINANCIAL PLANNING

INDUSTRY NEWS

Australian Unity’s head of financial services, Simon Grant, has left the company after a restructure of its senior management team....

INDUSTRY NEWS

Financial planners can do no right in the eyes of the Australian public in terms of the fee versus commission debate, discussion at the Financial Planning Association’s (...

INDUSTRY NEWS

Financial planning software provider IWL will roll out further services with the addition of a risk tolerance testing tool and an online training service for financial pl...

INDUSTRY NEWS

Pressure is mounting on the Federal Government to amend elements of the Financial Services Reform Act (FSRA) following the unprecedented pooling of industry lobbying powe...

INDUSTRY NEWS

The Australian Competition and Consumer Commission (ACCC) has scotched media reports today that National Australia Bank (NAB) has approached it regarding a possible takeo...

INDUSTRY NEWS

The Australian Securities and Investments Commission has reacted angrily to claims it’s regulation of the financial services industry is excessive and that it is “a loose...

INDUSTRY NEWS

Associated Planners Financial Services’ (APFS) expansion into Asia is close to derailment due to a gridlock in negotiations between it and the Singaporean group it was to...

INDUSTRY NEWS

Russell Investment Group has appointed boutique investment manager Orion Asset Management to the Russell Australian Shares Fund, reducing the mandate weightings of Allian...

INDUSTRY NEWS

Perpetual Trustees is looking to bolster its position within the Australian funds management industry through organic growth and a series of joint ventures and acquisitio...

INDUSTRY NEWS

The representative body of advisers in AXA dealer groups is considering a bold withdrawal from the peak industry council of adviser associations, protesting that it repre...

INDUSTRY NEWS

AXA’s Summit master trust has been slammed by disgruntled advisers of financial planning group Monitor Money, with many regretting the decision to roll the Assure wrap se...

INDUSTRY NEWS

Colonial First State has suffered a series of large outflows in key retail funds which has been masked by the success of FirstChoice which has shown record growth rocketi...

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