FINANCIAL PLANNING

INDUSTRY NEWS

Cold-calling is Peter Dunn’s best marketing strategy....

INDUSTRY NEWS

Online financial services group Investorweb Limited (IWL) has entered into deal which will result in it’s Visiplan planning software being used throughout the ING Austral...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has appointed a provisional liquidator to listed financial services group Harts Australasia, after receiving a...

INDUSTRY NEWS

Financial services group Harts Australasia has said it will strenuously defend yesterday’s appointment of a provisional liquidator to wind up the group by the Australian ...

INDUSTRY NEWS

Driven by increasing pressure to achieve product profitability, insurance companies have significantly increased their development and launch expenditures, according to t...

INDUSTRY NEWS

The New Zealand Securities Commission is proposing much tougher disclosure rules for investment advisers, including giving itself the power to ban advisers....

INDUSTRY NEWS

A judge in the District Court at Auckland has thrown out all the securities charges levelled against two of New Zealand’s longest serving planners, Roger Moses and Gary S...

INDUSTRY NEWS

A number of the large established life companies aren’t giving the start-up operations in New Zealand much hope of either survival or profitability....

INDUSTRY NEWS

There is evidence that socially responsible funds provide outperform, however there are questions over what actually delivers the extra returns according to Institute of ...

INDUSTRY NEWS

BT Funds Management will launch a series of multi-manager funds within its corporate superannaution product early next month and is looking at extending the funds to reta...

INDUSTRY NEWS

<caps>F</caps>rank Russell Company will make larger moves into the retail end of the market by expanding on its relationship with distribution agents, according to Frank ...

INDUSTRY NEWS

Boutique financial planning group Tynan Mackenzie has opened the doors on its Melbourne office, adding a fourth location to the group which is set to be managed by senior...

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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 3 weeks ago

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

1 week 4 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 5 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 2 days ago