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INDUSTRY NEWS
Sealcorp has recently approved some changes to the investment menu of its master trust and wrap platform Asgard, including splitting off hedge funds, absolute return fund...
INDUSTRY NEWS
The Investor Group dealership has struck a deal with the administrators of the troubled Stockford group to buy one of the company’s Melbourne based financial planning bus...
INDUSTRY NEWS
The credibility of the recent report into the quality of financial planning advice by the Australian Securities and Investments Commission (ASIC) and the Australian Consu...
INDUSTRY NEWS
The Assure master trust is set to close after AXA announced it will consolidate all of its platforms into Summit as part of its single-platform strategy....
INDUSTRY NEWS
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
INDUSTRY NEWS
Share-broking and financial planning group Tolhurst Noall has appointed former Potter Warburg senior executive, John Wilson, as its new managing director and CEO....
INDUSTRY NEWS
The Perpetual group has expanded its operations with the trustee side of the business launching a new operation while the investment business has rolled out a new geared ...
INDUSTRY NEWS
An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...
INDUSTRY NEWS
The ASIC/ACA survey reflected the reality that our industry and profession is undergoing a process of dumbing down, says Rob Keavney....
INDUSTRY NEWS
If you have a web site, demand that your web designer give you the access code....
INDUSTRY NEWS
A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...
INDUSTRY NEWS
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...