FINANCIAL PLANNING

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...

INDUSTRY NEWS

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

INDUSTRY NEWS

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

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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 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 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 3 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 3 days ago
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