FINANCIAL PLANNING

INDUSTRY NEWS

Adviser shareholders in AustChoice will be sharing more than $500,000 of dividends as a result of strong profits achieved during its half-year results....

INDUSTRY NEWS

Adviser shareholders in AustChoice will be sharing more than $500,000 of dividends as a result of strong profits achieved during its half-year results....

INDUSTRY NEWS

Forget wrap accounts, screen scrapers and Internet broking, the next big battle in the financial service industry will take place on the financial planner’s desktop....

INDUSTRY NEWS

Fund managers have picked up a large slice of the distribution available in the rush to get product under the noses of planners and clients but a number have chosen not t...

INDUSTRY NEWS

Semantics aside, there is real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another lo...

INDUSTRY NEWS

As we are all aware, selling is both an art and a science. Explaining the economics is the scientific component, and managing customer emotions and expectations are the a...

INDUSTRY NEWS

ABN AMRO has appointed Jock McKinlay, formerly senior resources analyst at Merrill Lynch, as its head of equities research....

INDUSTRY NEWS

A capital restructure move for financial services group Wealthpoint has cancelled 77.4 million options and led to a board restructure with Chairman Gil Hoskins stepping d...

INDUSTRY NEWS

Commonwealth Investment Management (CIM) has indicated it will continue to create investment products and develop distribution despite a trend by a number of its competit...

INDUSTRY NEWS

The leader of the Opposition, Kim Beazley has stated that a Labor government may legally require superannuation funds to vote with shareholders at company meetings....

INDUSTRY NEWS

With the October deadline for unregulated mortgage investment schemes fast approaching, the Australian Securities and Investment Commission (ASIC) says there are still $2...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking from former Credit Suisse First Boston client adviser Anthony Casey Wi...

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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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