Partnership Planning head of research Lynne Curtis has left the group to start an independent funds management and asset allocation research group....
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 ...
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...
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....
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 ...
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...
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...
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...
Assessment Education Services (AES) has launched an additional service to the group’s Adviser Personal Record Service, its online training and compliance solutions servic...
The Australian Securities and Investments Commission (ASIC) has responded to calls by financial planners to recognise pre-1995 training, announcing yesterday it would acc...
Research house Morningstar says it is definitely not pulling out of the Australian market despite continuing industry speculation that such a move is imminent....
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...
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...