FINANCIAL PLANNING

INDUSTRY NEWS

The world’s oldest mutual life company, Equitable Life, has closed its doors to new investors. ...

INDUSTRY NEWS

Associated Planners shareholders have given the green light to the purchase of 20 per cent of the group by Zurich Financial Services Australia....

INDUSTRY NEWS

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association’s (FPA) national compliance program. ...

INDUSTRY NEWS

Australia's largest professional association CPA Australia has announced plans to develop the first business-to-business Internet portal for professional organisations in...

INDUSTRY NEWS

Property investment group Waltus will continue with its plans to merge 27 of its syndicates into one company, following the refusal of New Zealand’s High Court to issue a...

INDUSTRY NEWS

New Zealanders still expect their family home will help fund their retirement needs, according to survey conducted by AMP....

INDUSTRY NEWS

A multitude of stars, including those astral, are set to razzle and even dazzle financial planners at the FPA Convention’s social events....

INDUSTRY NEWS

Global sector funds may be the flavour of the month for funds management marketeers, but there is a limit to the number of sectors that can be realistically used....

INDUSTRY NEWS

Fund managers have developed and grown their products and services beyond traditional boundaries and made moves into e-commerce well before the Internet according to Macq...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has applied to the Victorian Supreme Court to close 22 unregistered investment schemes and their corporate pro...

INDUSTRY NEWS

Zurich Investment Management has been given a three star rating in its first qualitative rating by Morningstar....

INDUSTRY NEWS

This was going to be a court case that promised everything. Money, high society, glamour and a smattering of sex. It also promised to blow the lid off how the City of Lon...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 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 3 weeks ago

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

2 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 5 days ago