FINANCIAL PLANNING

INDUSTRY NEWS

Investors in the troubled Soho lemon investment scheme have voted to continue with it and commissioned a study to look at expanding the scheme....

INDUSTRY NEWS

Advisers and investors are still chasing returns and failing to grasp investment basics, according to Frank Russell director of portfolio research Ernie Ankrim....

INDUSTRY NEWS

The high cost of life insurance transactions will see the global life companies packaging risk products with other products, says Association of Financial Advisers presid...

INDUSTRY NEWS

The Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate its financial planning groups. ...

INDUSTRY NEWS

The bull run for global stockmarkets will end about 2010, which is when the baby-boomers start to retire, says AMP Henderson Global Investors chief economist Dr Shane Oli...

INDUSTRY NEWS

The new training requirements being proposed for life agents under the Financial Services Reform Bill (FSRB) were described as “garbage” by Association of Financial Advis...

INDUSTRY NEWS

After a delay of over a year, discount retail giant The Warehouse, is about to announce the launch of its branded financial services products....

INDUSTRY NEWS

The sale of County Investment Management should be completed by the end of this month, according to chief executive Nick Birrell....

INDUSTRY NEWS

Former National Australia Bank investment adviser Paul John Borella has been given a five year ban by the Australian Securities and Investments Commission (ASIC) from act...

INDUSTRY NEWS

After selling a 50 percent stake to Perpetual Trustees in 1997, Investor Security Group was able to free up back office functions while retaining independence to serve hi...

INDUSTRY NEWS

CPA Australia is stepping up its move into financial planning with the launch of a new designation and the announcement of its first financial planning conference....

INDUSTRY NEWS

The long heralded float of Count Wealth Accountants has received enormous support from its advisers with the preferential offer to members already oversubscribed....

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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....

1 week 5 days 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...

3 weeks 6 days ago

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

2 weeks 3 days ago