FINANCIAL PLANNING

INDUSTRY NEWS

IWL has struck a deal to boost its stake in online broking group Sanford, moving up from around 5 per cent to nearly 10 per cent with options to further increase the stak...

INDUSTRY NEWS

Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....

INDUSTRY NEWS

The Trust Company of Australia has been appointed as the approved trustee for superannuation vehicles previously administered by Beacon Funds Management (BFM), after BFM ...

INDUSTRY NEWS

The recently appointed head of AMP, Andrew Mohl has wasted no time in giving the company a shake-up by moving “quickly to reform” the giant life and financial services co...

INDUSTRY NEWS

Sealcorp Holdings has announced that it has sold off the Wealthpoint name and fully reabsorbed Assirt Research bringing the ownership of the latter full circle after it w...

INDUSTRY NEWS

Tasmanian based financial adviser Robin Yates has been elected the new president of the Association of Financial Advisers (AFA)....

INDUSTRY NEWS

Deakin Financial Services Group today announced the appointment of two new managers to its State offices in Western Australia and Victoria....

INDUSTRY NEWS

InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...

INDUSTRY NEWS

InvestorWeb Research has dismissed two of its most senior managed fund analysts, David Wright and David Smythe, in what appear to be acrimonious circumstances....

INDUSTRY NEWS

NORWICH union launched the first ever international version of its Navigator master trust platform in Singapore yesterday....

INDUSTRY NEWS

Credit Suisse Asset Management has today announced a series of aggressive measure designed to boost its stakes amongst financial planners in an otherwise mooted investmen...

INDUSTRY NEWS

Former RetireInvest financial planner Glen Smyth has launched a new software product which could abandon the need for those in the lower end of the superannuation savings...

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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 2 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 3 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 4 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 2 days ago