FINANCIAL PLANNING

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....

INDUSTRY NEWS

Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....

INDUSTRY NEWS

The Monitor Money planning group will shift from its current investment platform, Assure, over to Summit after AXA senior management gave the deal its approval....

INDUSTRY NEWS

The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...

INDUSTRY NEWS

THE FORMER managing director of Lynx Financial Services, Stuart Abley, has poached a number of the ING owned dealer group’s financial planners to launch a new planning de...

INDUSTRY NEWS

Industry research group Rainmaker recently held its annual conference and inaugural Marketing Excellence Awards on the Gold Coast. Money Management, and its sister title ...

INDUSTRY NEWS

Financial planning fees and commission have been the subject of much discussion over the years and they are once again back on the agenda....

INDUSTRY NEWS

If the Most Influential list was to have a rising star among its ranks that person for this year would have to be AMP chief executive Andrew Mohl....

INDUSTRY NEWS

Choosing the most influential people in the financial services industry is a task fraught with difficulty....

INDUSTRY NEWS

Financial services education has been a hot topic throughout this year but the issue is about to get even hotter due to a decision made by National Finance Industry Train...

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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