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FINANCIAL PLANNING

INDUSTRY NEWS

A Queensland based financial planner has lodged an official complaint with the Australian Prudential Regulation Authority (APRA) alleging the MLC owned Flexiplan master t...

INDUSTRY NEWS

The Financial Planning Association (FPA) is preparing to sign off on its own solution to provide professional indemnity (PI) insurance cover to its members....

INDUSTRY NEWS

Mercer Investment Consulting has replaced Towers Perrin as asset consultant for Colonial First State’s (CFS) flagship master trust, FirstChoice....

INDUSTRY NEWS

Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....

INDUSTRY NEWS

Deakin Financial Services is set to push ahead with its dramatic growth plans after the release of its much awaited in-house wrap service, Deakin Smartplan, later this we...

INDUSTRY NEWS

Professional Investment Services (PIS) has seen its plan to buy 50 per cent of a US dealer group fall through after negotiations faltered during the due diligence process...

INDUSTRY NEWS

In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...

INDUSTRY NEWS

The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....

INDUSTRY NEWS

Worldwide equity fund assets declined by 8.1 per cent to US$4.82 trillion in the June quarter of 2002, a result the Worldwide Mutual Fund Assets and Flows Survey says ref...

INDUSTRY NEWS

Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...

INDUSTRY NEWS

Risk company Aon and financial services group iPac will launch a joint venture dealer group, Aon Wealth Management, which will also make use of the ipac platforms....

INDUSTRY NEWS

Morningstar Australia has sacked its head of research Daisy Chee a year after it removed its previous managing director Graham Rich....

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