FINANCIAL PLANNING

INDUSTRY NEWS

Male and female financial planners are perceived as two distinct groups by the Australian public, according to a National Australia bank (NAB) survey....

INDUSTRY NEWS

Life insurers will take a hit to the bottom line if the Financial Services Reform Bill survives the impasse between the Federal and State Governments....

INDUSTRY NEWS

Pacific Rim is to change its name to Deakin Financial Services, following approval of the name change at last week’s annual general meeting....

INDUSTRY NEWS

The Financial Services Reform Bill (FSRB) has been halted indefinitely after refusal by the state governments to agree with the Federal Government over corporate law refo...

INDUSTRY NEWS

Arthur Andersen has unveiled a new financial planning arm offering fee-for-service charging for clients....

INDUSTRY NEWS

Louise Biti has relocated within the ING camp to manager of technical strategy for ING Financial Planning (INGFP), broadening her previous role as RetireInvest technical ...

INDUSTRY NEWS

The Summit master trust is to provide on-line share trading through a deal struck with Sanford. ...

INDUSTRY NEWS

The ‘Colonialisation’ of Norwich has continued with more appointments being filled by former members of the senior management team at Colonial....

INDUSTRY NEWS

Godfrey Pembroke founder John Godfrey has been named as chairman of Glebe Asset Management’s financial planning arm....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has banned a former HSBC InvestDirect securities representative from acting as a representative of a dealer or...

INDUSTRY NEWS

Accountancy and financial planning consolidator Stockford has listed at a solid 23 cent premium to its $1.00 offer price and attracted solid volume in its first hour of t...

INDUSTRY NEWS

Private Equity firm Pacific Equity Partners (PEP) has made its first move into retail financial services after investing in wrap account and master trust group Oasis Asse...

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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’...

1 week 6 days 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. ...

6 days 10 hours 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 2 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 2 days ago
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