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INDUSTRY NEWS
Financial planning business management group Customer Acquisition and Retention Management (CARM) formally launched its web-based Guided Planning System (GPS) today....
INDUSTRY NEWS
Online platform provider Netwealth has appointed JDV as its in-house broker platform for their wrap and superannuation products, following the announcement that the manag...
INDUSTRY NEWS
Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...
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...
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