POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Advisers who recommended using a lifetime annuity to escape a 1997 ruling on means tested unemployment benefits for people over 55 should consider revising the strategy i...
INDUSTRY NEWS
Australian Securities Investments Commission (ASIC) chairman David Knott says the three and a half year jail sentence handed down to a former Hartley Poynton stockbroker ...
INDUSTRY NEWS
InvestorWeb has cut a deal with the AMP-owned financial planning business Hillross Financial Services to roll out the VisiPlan software to more than 70 Hillross sites....
INDUSTRY NEWS
The overwhelming majority of people under the age of 24 and a third of people between the ages of 25 and 34 have failed to complete a will....
INDUSTRY NEWS
Financial planners who traded their businesses for shares in consolidator Stockford may have lost up to half the value of their business in a day after Stockford’s share ...
INDUSTRY NEWS
High profile industry figure John Godfrey has assembled some of the best-known names in the financial services industry to form what he says is Australia’s first “co-ordi...
INDUSTRY NEWS
A review of the Managed Investments Act is to be undertaken by Malcolm Turnbull, financial services minister Joe Hockey announced in Melbourne this morning....
INDUSTRY NEWS
Australian accounting firms that operate under the worldwide MGI banner are to merge to form a new financial planning group called Acquest which plans to list in October....
INDUSTRY NEWS
News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...
INDUSTRY NEWS
eStar Online Trading has been forced to halt its online share trading service because it was offering the service under another licence.y...
INDUSTRY NEWS
Perpetual’s share registry joint venture with the Australian Stock Exchange, ASX Perpetual Registrars has settled its long-standing legal wrangle with Computershare....
INDUSTRY NEWS
Former Tower Asset Management chief executive Derek Goodyer has settled a legal battle against his former employer, Tower....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...