FINANCIAL PLANNING

INDUSTRY NEWS

The New Zealand Government will forgo about $500 million a year in revenue if it chooses to provide tax incentives for private savings....

INDUSTRY NEWS

Recent changes relating to the transfer of pension scheme assets from UK based funds has thrown the UK industry in turmoil, according to Montfort International managing d...

INDUSTRY NEWS

Australian-based ObjectMastery is on-target with the number of UK independent advisers it has signed up for its Transact master trust in its first year of operations....

INDUSTRY NEWS

Europeans are to be the dominant global investors in the next five years, according to HSBC head of European equities Chris Rice....

INDUSTRY NEWS

Tyndall has confirmed that it lost more than $700 million out of $1.7 billion in externally raised funds in the past three years as markets went through a particularly st...

INDUSTRY NEWS

ASIC is concerned about the quality of advice being given in Australia, driving a push for standardisation of training and licensing, according to director of regulatory ...

INDUSTRY NEWS

Technology stocks are cyclical, according to Salomon Smith Barney Asset Management's chief economist Brian Parker....

INDUSTRY NEWS

Financial planning and share broking group D&D Tolhurst have agreed to be subject to a court enforceable undertaking after the Australian Securities and Investment Commis...

INDUSTRY NEWS

Many are viewed as being vulnerable. Or the weak link of the financial planning industry. However, for many younger practices in the running for podium standing, being th...

INDUSTRY NEWS

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

INDUSTRY NEWS

Financial planners are very good at advising their clients on risk strategies, but when to comes to looking at their own situation, the implementation is not so good....

INDUSTRY NEWS

The last few years have seen many legislative changes which impact on financial planning, and 2000 was no exception. In 2000 we saw the introduction of the Goods and Serv...

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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 1 day 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 1 day 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 4 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 4 days ago
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