FINANCIAL PLANNING

INDUSTRY NEWS

The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

INDUSTRY NEWS

Charter Financial Planning is taken an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full de...

INDUSTRY NEWS

The Parliamentary Joint Committee on Corporations and Securities has extended the Financial Services Reform Bill (FSRB) submissions deadline, reacting to anger in the ind...

INDUSTRY NEWS

Tower Life has bumped up its disability income insurance premiums by up to 39 per cent in a move it says is designed to ensure it is not caught out by the changing nature...

INDUSTRY NEWS

Fairfax owned online information site f2 has entered the online financial services market to relaunch tradingroom.com.au, with new partner, Macquarie....

INDUSTRY NEWS

The Challenger owned Garrisons Accounting Group has set its long-term sights on building its current national annual revenue of $27 million up to $200 million....

INDUSTRY NEWS

Zurich Financial Services has begun operations of a new master trust administration service which will be on offer to dealer groups in an outsourcing arrangement....

INDUSTRY NEWS

A number of Australia’s premier financial planning groups have added the latest additions of the Hedge Funds of Australia (HFA) product range to their recommended lists....

INDUSTRY NEWS

The Financial Planning Association has hit out at the Australian Tax Office over what it says are double standards in regards to Alienation of Personal Services Income (A...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has slapped an interim stop order on three mortgage scheme prospectuses, forcing the companies to lodge supple...

INDUSTRY NEWS

Prominent financial services figure Tony Ash has returned to Sydney as Zurich’s business operations manager, after spending nearly a year as Zurich Personal Financial Ser...

INDUSTRY NEWS

Zurich Financial Services has announced it will offer a web based investment product which offers superannuation and personal investments in the same package....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 5 days ago
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