FINANCIAL PLANNING

INDUSTRY NEWS

Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....

INDUSTRY NEWS

AMP has turned around it’s $424 million loss in 1999 to post an after tax profit of $1.1 billion for the year 2000....

INDUSTRY NEWS

CPA Australia expects many of its members will still have to apply for a financial services licence, despite the body probably being granted a professional body exemption...

INDUSTRY NEWS

RetireInvest is embarking on a concerted push into the WA market with 11 franchises scheduled for roll out in the next year....

INDUSTRY NEWS

Professional Investment Services (PIS) has signed up with Australian Finance Group (AFG) to provide mortgage broking throughout its network of financial planners....

INDUSTRY NEWS

The rise and rise of share ownership has come to a dramatic halt, with the latest Australian Stock Exchange (ASX) showing its first decline in years....

INDUSTRY NEWS

The Australian Scholarships Group Friendly Society (ASG) has launched two new education funds, enabling investment in fixed interest securities for the first time....

INDUSTRY NEWS

Financial Planning Association (FPA) members will provide one free interview to victims of defaulting solicitors’ mortgage schemes....

INDUSTRY NEWS

Master trusts have been granted a last minute reprieve before they have to become Investor Directed Portfolio Services (IDPS)....

INDUSTRY NEWS

The search to find a replacement for former head of Perpetual Private Clients Wayne Wilson has ended, with Andrew McKee stepping into the role....

INDUSTRY NEWS

Investors should consider dipping their toes back in the risky tech and emerging markets stocks, according to Fiducian Portfolio Services managing director Indy Singh....

INDUSTRY NEWS

SunGard has launched a pay as you use transaction service that should save financial services groups making online transactions from having to implement specialised softw...

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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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