FINANCIAL PLANNING

INDUSTRY NEWS

Former FPA president Wes McMaster is proposing a student exchange program for financial planning students as one of the new initiatives at RMIT. ...

INDUSTRY NEWS

Rothschild has signed up three managers for its Total Return Fund, a multi-manager alternative investment fund....

INDUSTRY NEWS

New master trust regulations have trapped its first victim after financial planning group Chapel Road was forced to switch master trusts before regulations come in to for...

INDUSTRY NEWS

Mortgage broking wholesaler Australian Finance Group (AFG) is considering listing on the Australian Stock Exchange to capitalise on the explosive growth in the mortgage b...

INDUSTRY NEWS

Farmers Mutual Group's (FMG) Crossing vineyard in Marlborough is going ahead despite the recent capital raising falling short by about $3 million. ...

INDUSTRY NEWS

Demutualisation of the New Zealand Stock Exchange has taken a major step forward, but enthusiasm for a merger with the Australian Stock Exchange appears to have waned....

INDUSTRY NEWS

Credit Suisse has almost doubled its sales team with the appointment of three business development executives....

INDUSTRY NEWS

More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....

INDUSTRY NEWS

Any feeling the Government's New Zealand Superannuation Bill was going to have an easy passage through the select committee process because it got cross party support at ...

INDUSTRY NEWS

An association representing 110,000 investors in tax-effective schemes is mounting a campaign to put tax issues relating to the schemes on the agenda for this year’ s fed...

INDUSTRY NEWS

There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....

INDUSTRY NEWS

One of the highlights of last year’s FPA Conference in Melbourne was a presentation by respected planner Ian Heraud. The tape of his session ended up being the most keenl...

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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 5 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 3 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 4 days ago