FINANCIAL PLANNING

INDUSTRY NEWS

An open letter to: Directors of Institutional Financial Planning Groups;...

INDUSTRY NEWS

Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...

INDUSTRY NEWS

Another year, another clean slate? Not quite. Legislative overhang from 2001 is set to frame the trials and tribulations of the year ahead as the financial planning indus...

INDUSTRY NEWS

Macquarie financial services has undergone a major re-structure with the division reverting back to a state-by-state approach from a national model, resulting in the depa...

INDUSTRY NEWS

The IOOF Group has expanded its focus on retail distribution with the purchase of a 50 per cent stake in Victorian based dealer group WorkForce Financial Services....

INDUSTRY NEWS

HSBC has enhanced its SuperOptions superannuation and allocated pension product range by introducing new trail commissions in what it says is a drive “to attract and reta...

INDUSTRY NEWS

Van Eyk Research has placed a hold on Rothschild Australian Asset Management’s (RAAM) International Equities fund, going against decisions earlier in the week by both Ass...

INDUSTRY NEWS

Investor Security Group (ISG), the financial planning practice headed up by high profile planners Robert and Glenese Keavney, has returned to full independent ownership a...

INDUSTRY NEWS

It is the news Investors Mutual (IML) has eagerly awaited since its very public split from Investor Web last August: Assirt has given the group the thumbs up....

INDUSTRY NEWS

Australia’s largest financial planning group, AMP Financial Planning, has announced a three year plan to radically overhaul its remuneration policy in what is being seen ...

INDUSTRY NEWS

After just three months in the number two job, UBS Asset Management has promoted Australian John Fraser to the position of global chief executive officer....

INDUSTRY NEWS

Deutsche Asset Management (DAM) has entered the continuing debate of active versus passive investment, saying competition between the two is a ‘myth’....

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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 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....

1 week 5 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 6 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 3 days ago