FINANCIAL PLANNING

INDUSTRY NEWS

The funds management industry needs an overhaul of small, inactive and low performing products to improve efficiency and customer service, according to two key research f...

INDUSTRY NEWS

St George Bank has made moves to purchase the remaining 92 per cent stake of Wealthpoint, which would reunite the businesses of Sealcorp and Assirt under the St George ba...

INDUSTRY NEWS

Delays in the release of regulations around the Financial Services Reform Bill (FSRB) is hampering efforts to implement the new regime by the October 1 start date....

INDUSTRY NEWS

Fund managers worried that consumer pressure will force a squeeze on margins can breath a sigh of relief over a survey commissioned by the Investment and Financial Servic...

INDUSTRY NEWS

As consumer interest and demand for financial advice widens demographically the industry could move to a tiered advice structure, Fidelity Investments vice chairman Rober...

INDUSTRY NEWS

The job outlook for the financial services industry has registered only the slightest improvement, according to the latest TMP Worldwide job index figures....

INDUSTRY NEWS

BT Funds Management has continued the staff changes with the new head of international equities Paul Durham changing the structure of his role, dividing it into three sep...

INDUSTRY NEWS

Hartley Poynton and Sealcorp have announced a co-branding deal which will result in Hartley Poynton offering Sealcorp products to its clients...

INDUSTRY NEWS

Financial planning and accountant consolidator Investor Group has undergone a restructure of its operations resulting in the resignation of three directors and the appoin...

INDUSTRY NEWS

AMP has come under fire amid claims that it was holding selective analyst briefings and will undertake a full internal review of its disclosure and briefing procedures....

INDUSTRY NEWS

The reputation of mortgage schemes and their promoters have taken another hit with a Melbourne businessman being sentenced to five years jail on four charges relating to ...

INDUSTRY NEWS

Associated Planners are on the hunt for small to medium size acquisitions, following Zurich's purchase of a 30 per cent stake in the group....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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 4 weeks ago

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

8 months ago

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

2 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....

3 weeks 4 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 5 days ago