FINANCIAL PLANNING

INDUSTRY NEWS

Despite launching in a blaze of publicity three months ago, Norwich Union has admitted that its master trust, Navigator, has been beset with problems and was still two mo...

INDUSTRY NEWS

Three days of speakers, networking and the odd drink can be gruelling but the Financial Planning Association has laboured long to make its tenth convention the high point...

INDUSTRY NEWS

Financial planning businesses should put succession plans in place at least 10-15 years before they think they may need it according to Guest McLeod senior partner, Timot...

INDUSTRY NEWS

The Financial Planning Association (FPA) has not ruled out a possible increase in membership fees in line with its proposal to modify the association’s membership structu...

INDUSTRY NEWS

Planners are reluctant to seek outside help since it often does not meet their needs. John Wilkinson reports on a group of planners who are now helping other planners to ...

INDUSTRY NEWS

While the employment market in other sectors, including parts of financial services, is looking decidedly grim in the face of a slowing world economy and the after effect...

INDUSTRY NEWS

The Financial Planning Association of Australia (FPA) has finalised an agreement to sell its professional education program to the burgeoning Indian planning industry....

INDUSTRY NEWS

The Charterbridge Davey dealer group has been sold off to Royal and Sun Alliance after collapsing into voluntary administration under the weight of multi-million dollar c...

INDUSTRY NEWS

Amid intense industry speculation on his future with Morningstar, chief executive and publisher Graham Rich has confirmed his immediate future with the research house....

INDUSTRY NEWS

Morningstar Australia chief executive Graham Rich today challenged his dismissal by the group’s US parent, Morningstar Inc, in a move that could result in Morningstar Aus...

INDUSTRY NEWS

AM Corporation has broken through the $1 billion barrier for funds under administration in its corporate superannuation business with its recent win of the Optus staff su...

INDUSTRY NEWS

Professional Investment Services (PIS) has made the first concrete move of its expansion plans in Singapore with the acquisition of the 195 member strong agency sales for...

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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 2 weeks ago

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

7 months 2 weeks ago

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

1 week 2 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 3 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 ago