FINANCIAL PLANNING

INDUSTRY NEWS

Rothschild Australia Asset Management is set to enter into three new strategic alliances that will see it outsource its global fixed interest, global listed property and ...

INDUSTRY NEWS

Morningstar Australia’s head of publishing, Deirdre Keown has been made redundant as the fall out from the Graham Rich/ Morningstar Inc split continues....

INDUSTRY NEWS

The Financial Planning Association (FPA) will continue to allow training providers to apply for exemptions in regards to Diploma of Financial Planning (DFP) equivalent co...

INDUSTRY NEWS

AMP has launched Australia’s first on-line financial planning service, My Plan, catering for both the do it yourself (DIY) market and financial planners....

INDUSTRY NEWS

When Lawrie O’Neill was just 15 years old his dream of following in his father’s footsteps as a farmer took an unexpected turn....

INDUSTRY NEWS

Working as an engineer in South Africa, Peter Kirk knew there was something more for him. 15 years later Kirk has made the cut as a Money Management Financial Planner of ...

INDUSTRY NEWS

Dealer group Grosvenor Securities has announced an equity offer plan to the group’s 45 proper authority holders, in a move to grow the Grosvenor business....

INDUSTRY NEWS

The Financial Planning Association (FPA) has kicked off is privacy push at its recent annual convention with the launch of a kit designed to help advisers ensure they mee...

INDUSTRY NEWS

Financial services industry educators are heading for showdown with the Financial Planning Association (FPA) after the latter announced large scale changes to the way the...

INDUSTRY NEWS

Hypercompetition will be the next buzz word to come out of the financial services industry with many in the industry believing it cannot be avoided accordingt to Credit S...

INDUSTRY NEWS

Saxby Bridge Financial Planning will next year appeal the decision made by the Australian Securities and Investments Commissions (ASIC) to revoke its securities dealer li...

INDUSTRY NEWS

The liquidators of Harts Australia have called for further investigations into the group following news it may have continued trading well after the group was deemed inso...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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