FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) will crack down on the misuse of long range financial forecasts in prospectuses and product disclosure stateme...

INDUSTRY NEWS

Investor Group has made what it says will be the last acquisitions from the remnants of the Stockford group, acquiring the Stockford Hobart and Bathurst businesses....

INDUSTRY NEWS

BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...

INDUSTRY NEWS

The Australian Prudential Regulation Authority (APRA) has disqualified another former Commercial Nominees of Australia Ltd (CNAL) director from acting as a responsible of...

INDUSTRY NEWS

Tribeca Corporation, the owners of financial planning education and training provider Integratec, have purchased the Investment Training College (ITC) set up by industry ...

INDUSTRY NEWS

National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...

INDUSTRY NEWS

Associated Planners Financial Services (APFS) has continued with an impressive recruitment drive signing up 16 firms from its rivals and in the process growing its base t...

INDUSTRY NEWS

Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...

INDUSTRY NEWS

If done properly, networking can be a very rewarding method of relationship building and lead generation....

INDUSTRY NEWS

When ING unveiled its Tandem Financial Advice dealer group in August 2002, the result of merging its Lynx, Partnership Planning and AustAdvisers dealer groups, the market...

INDUSTRY NEWS

Vertex Capital Management was able to achieve low volatility and good absolute returns in its Relative Value Fund this year to win the Money Management/Assirt Fund Manage...

INDUSTRY NEWS

Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

5 months 4 weeks ago

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

7 months 4 weeks ago

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

2 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 3 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 4 days ago