FINANCIAL PLANNING

INDUSTRY NEWS

The Victorian Government’s bid to offer financial planning advice to public sector retirees has been inundated with more than 80 firms battling for part of the tender. ...

INDUSTRY NEWS

West Australian financial services group Plan B is remaining tight-lipped about expansion plans into the eastern states....

INDUSTRY NEWS

AMP’s giant master trust business has regained its crown at the top of the master trust inflow ladder....

INDUSTRY NEWS

RetireInvest and Godfrey Pembroke have beaten off six competitors to supply financial planning and advice to members of Towers Perrin SuperSolutions superannuation packag...

INDUSTRY NEWS

Financial planning salaries are on the rise, fuelled by an increase in demand for quality financial planning talent....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has placed a four-year ban on former Ord Minett Jardine Fleming Futures director and futures adviser Christoph...

INDUSTRY NEWS

Clearing the final hurdle to become a Certified Financial Planner (CFP) is proving an increasingly difficult task for American financial planners....

INDUSTRY NEWS

Efforts to rescue Equitable Life, which closed its doors to new investors last month, are now seen as crucial to save the world’s oldest mutual....

INDUSTRY NEWS

Your Prosperity chief John Reid has been named chief executive of the combined Your Prosperity/ National Online Trading business....

INDUSTRY NEWS

The County Investment Management brand will cease to exist next month when it officially becomes an integrated part of Invesco Asset Management....

INDUSTRY NEWS

The proportion of self directed investors is on the wane, according to a new study by Macquarie Investment Management....

INDUSTRY NEWS

Fees charged for US mutual funds have declined in three of the past four years, according to the US investment watchdog....

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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 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 4 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 4 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 2 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 3 days ago