FINANCIAL PLANNING

INDUSTRY NEWS

IWL’s attempt to increase its stake in Perth-based online broking group Sanford continues to be embroiled in controversy, with IWL chief executive Otto Buttula having to ...

INDUSTRY NEWS

THE COMBINED National Australia Bank (NAB)/MLC group is preparing to sign off on a major restructure of its financial planning distribution network involving the repositi...

INDUSTRY NEWS

FINANCIAL planners will now be able to gain industry standard education without the need to complete the Financial Planning Association’s (FPA) Diploma of Financial Plann...

INDUSTRY NEWS

AUSTRALIAN Securities and Investments Commission (ASIC) director Pauline Vamos has warned a high number of advisers are beginning to complain that dealer groups are misus...

INDUSTRY NEWS

AUSTRALIAN mortgage trusts are investing an increasing proportion of their funds in cash due to the current down market, meaning investors are being hit with lower than e...

INDUSTRY NEWS

THE former investment services director at the St George Bank, Richard Cawsey, has given up his seat on the board of Stockford to set up his own private investment compan...

INDUSTRY NEWS

International briefs – November 7, 2002...

INDUSTRY NEWS

FORMER Investment and Financial Services Association (IFSA) chief executive Lynn Ralph has joined with the former chair of the Australian Securities and Investments Commi...

INDUSTRY NEWS

BT FUNDS Management has given assurances that despite the poor performance of its Australian Equities fund it will not close the fund to new investors nor wind it up in t...

INDUSTRY NEWS

One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...

INDUSTRY NEWS

NORWICH Union’s Navigator could be the next candidate for rationalisation in the Australian master trust industry after Money Management has learnt that Deutsche Bank is ...

INDUSTRY NEWS

International shares are on the rebound and growth managers have come back against value managers, according to the October InTech Growth Funds Performance Survey....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

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

1 week 1 day 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 2 days ago

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

1 week 6 days ago