FINANCIAL PLANNING

INDUSTRY NEWS

Partnership Planning head of research Lynne Curtis has left the group to start an independent funds management and asset allocation research group....

INDUSTRY NEWS

New brand names for almost all of ING Financial Planning’s dealership groups could be launched as early as next quarter, following revealing research conducted by ING on ...

INDUSTRY NEWS

Not content with being a renowned planner and media personality Nick Bruining has also attracted the attention of the government and for things possibly best kept private...

INDUSTRY NEWS

Feel like conventions are all the same? Same people, same speakers, same food, same giveaways, same flat beer and same tunes being played on the dance floor....

INDUSTRY NEWS

Compared to their UK counterparts, local planners have set themselves up for a brighter future and have responded well to change, according to GERARD DOHERTY and MICHAEL ...

INDUSTRY NEWS

The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...

INDUSTRY NEWS

Macquarie Financial Services is in the middle of an extensive overhaul of its stock broking business that will see the group provide a full service broking division by la...

INDUSTRY NEWS

Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...

INDUSTRY NEWS

Assessment Education Services (AES) has launched an additional service to the group’s Adviser Personal Record Service, its online training and compliance solutions servic...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has responded to calls by financial planners to recognise pre-1995 training, announcing yesterday it would acc...

INDUSTRY NEWS

Research house Morningstar says it is definitely not pulling out of the Australian market despite continuing industry speculation that such a move is imminent....

INDUSTRY NEWS

The announcement that Credit Suisse is planning to conduct a review of its US and UK funds management businesses is unlikely to have any impact on the group’s local opera...

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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 ...

5 months 3 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....

2 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....

3 weeks 1 day ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 2 days ago