FINANCIAL PLANNING

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....

INDUSTRY NEWS

Deutsche Asset Management has rolled out a series of mezzanine products targeted at financial advisers....

INDUSTRY NEWS

Consolidator group Harts Australasia has continued its six-month buying spree, picking up Canberra-based accounting firm Wilson, Watt Papandrea and Townsville accounting ...

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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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