FINANCIAL PLANNING

INDUSTRY NEWS

Australian based companies are preparing to capture a bigger slice of the burgeoning market for financial services in Asia with at least three major organisations making ...

INDUSTRY NEWS

Plans for the launch of the much-anticipated Australian Property Exchange (APX) are once again in limbo with ASIC refusing to provide a firm timetable to give the venture...

INDUSTRY NEWS

The new chief executive of the Securities Institute, Brian Salter, will look to create alliances with other industry associations in an attempt to position the institute ...

INDUSTRY NEWS

Clients will pay higher fees if planners can provide value and service that goes beyond the client’s expectations according to Asgard national manager Mark Aufderheide, w...

INDUSTRY NEWS

Chifley Financial Services will rollout a wider range of products and revise its current master trust under plans put forward by owners, the Local Government Super Scheme...

INDUSTRY NEWS

AXA Asia Pacific Holdings released its year end results today, projecting a strong outlook for future growth, despite a drop in investment earnings....

INDUSTRY NEWS

Australian Skandia has introduced three new investments to its fund line-up for both the Skandia Global Investment Solutions and Skandia Global Wholesale Solutions produc...

INDUSTRY NEWS

AMP’s wholly owned external financial planning dealer group, Hillross Financial, has today launched an ambitious recruitment drive in an effort to double the number of it...

INDUSTRY NEWS

The Financial Planning Association (FPA) has passed a special resolution to recognise the contribution made by non-financial planners to the association....

INDUSTRY NEWS

The ANZ Bank will look to double its adviser sales force to over 600 within three years after it was confirmed yesterday that its in-house financial planners would not be...

INDUSTRY NEWS

Large institutions have failed to understand the nature of financial planning despite the fact they are building large distribution groups according to Sealcorp Victorian...

INDUSTRY NEWS

Typical planning practices are caught in a cycle of continuing to do business in certain ways because they have always been done in that matter according to BT Funds Mana...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

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

3 weeks 3 days ago

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

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago