Chase Ord Minnett has offloaded its Ord Minnett Strategic Investments (OMSI) subsidiary less than three months after the $200 million takeover of Ord Minnett by Chase Man...
Mercantile Mutual has unveiled a 48 per cent growth in net profit in the year to September 30 to $174 million, thanks to its fast growing funds management and life insura...
The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....
The Association of Independently Owned Financial Planners (AIOFP) has set up a master trust service for its member groups. ...
Singapore’s financial planning industry has become one of the first in the South East Asian region to adopt a licensing regime for independent financial advisers (IFAs)....
The Commonwealth Bank has begun the integration of Colonial’s 800 financial advisers into its structure by marrying both groups’ bank-based planning operations....
Educators in the financial planning industry have banded together to form the Financial Planners Education Association (FPEA). ...
Australia’s first account aggregation or screen scraping service has hit a snag....
Life insurance companies will not require policy holders to undergo genetic testing under a ruling delivered by the Australian Competition and Consumer Commission (ACCC) ...
Global research group Standard & Poors is to take on Australia’s three research houses after finalising a deal with research group Investment Data Technologies (IDT)....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...