FINANCIAL PLANNING

INDUSTRY NEWS

As a financial services professional have you ever held a meeting to discuss why clients are no longer excited by the value proposition of your products?...

INDUSTRY NEWS

A bevy of Melbourne’s financial heavyweights have been appointed to the state government’s committee for boosting Victorian as a regional financial centre. NAB’s Frank Ci...

INDUSTRY NEWS

South African-based Investec has embarked on ambitious expansion plans for its Australian-based financial services business....

INDUSTRY NEWS

Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....

INDUSTRY NEWS

Macquarie has embarked on a $5 million print advertising campaign aimed at dispelling perceptions that Macquarie is only aimed at the big end of town....

INDUSTRY NEWS

CPA Australia has hit out at what it calls “scaremongering” about the Declared Professional Body (DPB) exemption contained in the Financial Services Reform Bill (FSRB)....

INDUSTRY NEWS

Towers Perrin has been awarded the largest outsourcing deal in Australia’s corporate superannuation history....

INDUSTRY NEWS

AXA Australia is expected to complete the take-over of Alliance Capital Management in Australia this week....

INDUSTRY NEWS

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

INDUSTRY NEWS

For obvious reasons, a great deal of emphasis is placed today on the need for sound planning and a disciplined commitment to achieve that mystical goal of financial indep...

INDUSTRY NEWS

The sale of County Investment Management has taken a further step forward with the release of an information memorandum to interested buyers this week....

INDUSTRY NEWS

“It’s about 70 per cent fees. It has turned around from being 20 per cent in favour of fees about five years ago, moving with the trend towards more fee based services. I...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 20 hours 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 ago

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

1 week 4 days ago