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FINANCIAL PLANNING
INDUSTRY NEWS
The long heralded choice of funds in superannuation is close to being signed off by the Democrats and Government, according to the assistant treasurer Rod Kemp....
INDUSTRY NEWS
Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....
INDUSTRY NEWS
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
INDUSTRY NEWS
New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....
INDUSTRY NEWS
Monitor Money is on the lookout for acquisition opportunities, following the sale of 50 per cent of the financial planning business earlier this year to New Zealand’s Spi...
INDUSTRY NEWS
No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...
INDUSTRY NEWS
No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...
INDUSTRY NEWS
Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...
INDUSTRY NEWS
In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...
INDUSTRY NEWS
A planner’s life as they say, shouldn’t be all work and no play. Sometime the play becomes more work than the work. Nick Bruining reports. ...
INDUSTRY NEWS
There are now more than 120 different master trusts on offer in Australia. Some think this number will grow, others say it will shrink to less than 10.<B> Simon Segal</B>...
INDUSTRY NEWS
In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...