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FINANCIAL PLANNING
INDUSTRY NEWS
The Financial Planning Association (FPA) has received accreditation as a Registered Training Organisation (RTO) by the Office of Training and Tertiary Education Victoria....
INDUSTRY NEWS
Deakin Financial Services Group has begun the year on a high note with the appointment of the groups 150th adviser as well as announcing the launch date for its own wrap ...
INDUSTRY NEWS
Investment manager Hunter Hall International has acquired a 30 per cent interest in AM Constable Limited (AMCL), a start-up boutique fund manager....
INDUSTRY NEWS
Perpetual Investments has responded to a prolonged slide in the performance of its flagship International Fund with sweeping changes to the management of its US equities ...
INDUSTRY NEWS
Colonial First State Investments (CFS) has put the asset consulting contract for its flagship FirstChoice master trust out to tender, possibly spelling the end of its rel...
INDUSTRY NEWS
Tribeca Corporation has acquired Melbourne-based Financial Planning Resources (FPR), strengthening its continuing professional development offering to the financial servi...
INDUSTRY NEWS
The Navigator investment platform has signed its second badging contract, this time partnering up with Diversified Portfolio Management (DPM)....
INDUSTRY NEWS
Lifeplan Funds Management has broken the $1 billion funds under management barrier....
INDUSTRY NEWS
Most advisers segment clients by wealth, but it is more important to segment them psychographically, says ipac chief executive officer Peeyush Gupta....
INDUSTRY NEWS
After less than six months in her role as head of executive services, Macquarie Financial Service’s Jane Watts has been promoted to the position of head of wealth managem...
INDUSTRY NEWS
AMP will pick a new wrap platform for its dealer group by the end of the first quarter of this year after having drawn up a shortlist according to AMP Financial Services ...
INDUSTRY NEWS
Australian fund managers remain widely optimistic regarding the likely performance of capital markets in 2003 according to a survey conducted by Mercer Investment Consult...
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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...