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FINANCIAL PLANNING
INDUSTRY NEWS
Mutual fund assets in Asia, excluding Japan, are expected to grow to a figure of US$495 billion by 2006, up from US$252 billion at the end of 2001, according to a recent ...
INDUSTRY NEWS
THE long-standing legal dispute between Morningstar and its previous managing director Graham Rich may stall despite a court order for Morningstar to file a defence by Se...
INDUSTRY NEWS
Two people associated with the failed Lifestyle property group in Melbourne will know their punishment later this month after being ordered to appear for sentencing in th...
INDUSTRY NEWS
LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...
INDUSTRY NEWS
THE Treasury Group has flatly denied speculation it will finance a new boutique fund management operation by the soon to depart senior portfolio manager at Perpetual, Pet...
INDUSTRY NEWS
BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...
INDUSTRY NEWS
Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...
INDUSTRY NEWS
MELBOURNE-based Kevin Bailey has been rated Australia’s top financial adviser under a new system of ranking planners released by the Adviser Ratings group this week....
INDUSTRY NEWS
LIFE insurance houses have finally admitted what the funds management industry has known for some time – that third party financial planners hold the reins when distribut...
INDUSTRY NEWS
MORE than a dozen people have indicated they will run for one of four positions up for election on the board of the Financial Planning Association (FPA)....
INDUSTRY NEWS
A psychologist will be provided to clients of a new personal advisory company, Mentor, to increase advisor ability to make the right choice of investment for individual c...
INDUSTRY NEWS
THE FINANCIAL Planning Association (FPA) in the US has voiced its strong opposition to a US House Committee White Paper that the association says threatens US workers’ ab...
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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...