FINANCIAL PLANNING

INDUSTRY NEWS

E*Trade is to offer its US clients with $100,000 to invest access to private fund managers at a reduced fee, following the purchase of US-based PrivateAccounts.com....

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

The decade-long relationship between The Evensky Group and Charles Schwab has come to an end after the group dumped Schwab, choosing instead to sign its main rival Fideli...

INDUSTRY NEWS

The integration of the GIO business into AMP Financial Services has reached the final stage with an application to transfer the business to be made to the Federal Court o...

INDUSTRY NEWS

Virgin boss Richard Branson has confirmed what many in the industry have thought for years. Virgin is about to bring its brand of financial services distribution to Austr...

INDUSTRY NEWS

Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...

INDUSTRY NEWS

Salomon Smith Barney (SSB) has been awarded the mandate to manage MBF’s $30 million corporate superannuation fund and provide financial planning to its MBF staff....

INDUSTRY NEWS

Financial services executives and consumers have widely differing opinions on the importance of online finance services according to a report by Deloitte Consulting....

INDUSTRY NEWS

Listed financial services group Deakin Financial Planning has continued its spending spree with the acquisition of WA-based Enhanced Remuneration Services....

INDUSTRY NEWS

In a bid to take on the corporate superannuation market listed financial services firm the Investor Group has aligned its thrust with BT Corporate Superannuation....

INDUSTRY NEWS

Zurich Financial Services Australia chief executive Malcolm Jones has been given the nod by Zurich worldwide to take on the top regional job for the group....

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....

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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 2 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 4 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 5 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 2 days ago