FINANCIAL PLANNING

INDUSTRY NEWS

The Investment and Financial Services Association (IFSA) has stepped up its support for the introduction of the proposed growth pension, to fill the existing gap in the m...

INDUSTRY NEWS

Equity Trustees has signed a deal with Adelaide Bank to rollout a branded cash management fund (CMF) for its investors....

INDUSTRY NEWS

Count Financial’s wrap account has almost trebled over the past year to $872 million....

INDUSTRY NEWS

Advance Funds Management and Colonial First State picked up the bulk of the funds management gongs at last night’s Personal Investor Awards at Sydney’s ANA Hotel....

INDUSTRY NEWS

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

INDUSTRY NEWS

Controversial New Zealand economist Gareth Morgan has told financial planners they need to keep the lowlifes in the industry as a point of differentiation....

INDUSTRY NEWS

Online financial services provider E*Trade Australia has signed deals with seven financial planning groups to provide them with online investment and trading operations....

INDUSTRY NEWS

Richard Nunn has assumed the role of general manager of IOOF's retail funds management division....

INDUSTRY NEWS

ING has taken a 13 per cent strategic stake in InvestorWeb, becoming the second biggest shareholder in the research and technology outfit....

INDUSTRY NEWS

ipac will be opening an office in Melbourne in September after buying out local planning business Albert & Will....

INDUSTRY NEWS

Corporate super and financial planning outfit Crewe Consulting has acquired Consolidated Planning in a move to raise its corporate superannuation profile....

INDUSTRY NEWS

Former Financial Wisdom adviser Robyn Anne-Carrolle Cochrane has been sentenced for a further six months in jail to be served concurrently for the four she already has on...

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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