FINANCIAL PLANNING

INDUSTRY NEWS

Van Eyk Research has one a contract to act as the asset consultant over $6.7 billion worth of funds managed by Zurich Financial Services....

INDUSTRY NEWS

Less than half of all employers expect to offer their employees a choice of superannuation funds in the next one or two years, a new survey has found....

INDUSTRY NEWS

AMP has announced it will close its Australian Financial Services division’s broking service as of tomorrow, at the same time as the group anointed a new chairman to repl...

INDUSTRY NEWS

The former founder and chief investment officer of United Funds Management, Susan Gosling, has joined MLC as a senior member of its investment management team....

INDUSTRY NEWS

Trans-Tasman financial services group Tower has purchased a minority stake in the Mawson Group financial planning dealership just days after announcing a massive writedow...

INDUSTRY NEWS

Two financial advisers have been charged in the Adelaide Magistrates Court with a number of offences relating to fraud and failing to pass on client monies....

INDUSTRY NEWS

The New South Wales Supreme Court has appoved the scheme of arrangement for the merger between Permanent Trustees and Trust Company of Australia....

INDUSTRY NEWS

Dealer group Garrisons has boosted its presence in Queensland after it established alliances with five financial services groups and made a new appointment within the reg...

INDUSTRY NEWS

The Morningstar research house has given its tick of approval to Colonial First State’s decision to link up with 452 Capital, reconfirming Colonial as a five star manager...

INDUSTRY NEWS

BT Funds Management has created the position of head of equity research, appointing Crispin Murray to the role. Murray, the former executive vice president and head of Eu...

INDUSTRY NEWS

New Zealand based financial services group Tower has announced a $32 million writedown of its Australian financial planning business, Bridges Financial Services, to recor...

INDUSTRY NEWS

The Garrisons financial planning group has struck an alliance with National Seniors to provide financial planning advice to the organisation’s 240,000 members....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 3 weeks ago

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

7 months 3 weeks ago

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

1 week 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 6 days ago

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

2 weeks 3 days ago