FINANCIAL PLANNING

INDUSTRY NEWS

Investor Group continues its acquisition assault on regional accountancy practices with plans to acquire the regional Victorian firm Archer Witham, taking the total numbe...

INDUSTRY NEWS

Nearly three quarters of financial planners are selling or recommending life and risk products, according to a survey commissioned by ING....

INDUSTRY NEWS

Hartley Poynton’s e-commerce offshoot JDV has signed up St George and Macquarie for margin lending and portfolio management services....

INDUSTRY NEWS

Professional Investment Services plans to list on the Australian Stock Exchange (ASX) before the end of the next financial year....

INDUSTRY NEWS

Rothschild has launched two ethical investment funds which aim to outshine other funds on the market in terms of transparency of ethical bias to investors....

INDUSTRY NEWS

Nearly 1000 of American Express (AmEX) Financial Advisors’ 7100 franchisees have taken a stand against the AmEx head office....

INDUSTRY NEWS

Respected financial services consumer advocate Peter Kell has been promoted to head up a new division of the Australian Securities and Investments Commission (ASIC)....

INDUSTRY NEWS

The paperless office has turned out to be a myth, according to Great Southern Plantations managing director John Young....

INDUSTRY NEWS

March offered little joy to investors and fund managers looking for positive signs of a market turnaround....

INDUSTRY NEWS

A New South Wales managed investment olive scheme is planning to list later this year....

INDUSTRY NEWS

Internet banking software developer Parkers’ Edge is to receive a cash injection of more than $5 million dollars from two venture capital funds....

INDUSTRY NEWS

Financial planners need to look at their business as an asset instead of just a business if they want to maximise their take out, according to Shirlaws managing director,...

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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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