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FINANCIAL PLANNING

INDUSTRY NEWS

Managing director of financial planning firm NC Bruining & Associates, Nick Bruining, says that while keeping back-office duties in-house means getting your hands dirty, ...

INDUSTRY NEWS

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have hit out at the possible increased regulatory powers of the Aust...

INDUSTRY NEWS

Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....

INDUSTRY NEWS

Financial planning software provider IWL released VisiPlan version 5.8 last week and is already gearing up for version 5.9 – to be released in late October and include op...

INDUSTRY NEWS

Financial Planning Association chief executive Ken Breakspear will step down from the role on October 10, indicating he would not renew his contract and end his 15 years ...

INDUSTRY NEWS

The Australian Parliament’s primary supervisory watchdog, the Australian National Audit Office, has recommended tightening the Australian Prudential Regulation Authority’...

INDUSTRY NEWS

Cost efficiency, expertise and closer focus on the provision of financial advice are the key drivers behind businesses choosing to outsource their back-office functions t...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has moved to ease pressure on it following a rush of Australian Financial Services (AFS) licence applications ...

INDUSTRY NEWS

Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....

INDUSTRY NEWS

The Suncorp Group has offloaded its 53 per cent interest in Hedge Funds Limited (HFL), while Hedge Funds of Australia (HFA) managing director Spencer Young has increased ...

INDUSTRY NEWS

Two executives of a firm that allows superannuation fund members to redeem their super today appeared in the Gold Coast Magistrates Court charged with making false or mis...

INDUSTRY NEWS

Uncertainty over the performance of BT/Sagitta’s new Australian equity and property teams has resulted in a lukewarm assessment of the group’s capabilities from research ...

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