FINANCIAL PLANNING

INDUSTRY NEWS

Principal Global Investors is considering launching a global property securities fund due to a “growing appetite among investors” for the asset class, and in Australia ha...

INDUSTRY NEWS

The Money Management Financial Planner of the Year for 2002, Robert Kiddell, has announced the merger of his practice with Traralgon-based boutique dealer, McMillan Finan...

INDUSTRY NEWS

Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...

INDUSTRY NEWS

A South Australian financial adviser has been sentenced to over two years jail term after an investigation conducted by the Australian Securities and Investments Commissi...

INDUSTRY NEWS

Mercer Human Resource Consulting today launched Mercer Wealth Solutions to provide super fund members with financial advice and information on savings, lifestyle, debt ma...

INDUSTRY NEWS

Sealcorp-owned advisory groups Securitor and Pact will rebate 100 per cent of client fees paid by cheque to the groups back to advisers, creating a fee for service model ...

INDUSTRY NEWS

The Financial Planning Association (FPA) and publisher CCH have jointly launched an electronic compliance manual for financial planners....

INDUSTRY NEWS

Europe’s smaller banks are scooping up an increasing proportion of the US$94 billion European managed fund sub-advisory market, which consists of funds managed by a singl...

INDUSTRY NEWS

You’re sitting there working, minding your own business, when someone calls, seemingly out of the blue....

INDUSTRY NEWS

Choice of superannuation fund legislation is taking forever to pass through Federal Parliament. Lisa Bowman asks why....

INDUSTRY NEWS

Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....

INDUSTRY NEWS

Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

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