FINANCIAL PLANNING

INDUSTRY NEWS

Royal SunAlliance is to add to its distribution network with the proposed acquisition of financial planning group Cameron Walshe....

INDUSTRY NEWS

AXA is on the prowl for dealer groups to boost its distribution network, group chief executive Les Owen has confirmed....

INDUSTRY NEWS

AMP has moved another business arm under the umbrella of a British based investment company....

INDUSTRY NEWS

Independently owned financial planning group Barbacan Benefits has signed an alliance deal with Garrisons to broaden its client services and adviser resources....

INDUSTRY NEWS

The recently formed alliance of eight financial planning firms, the LodeStar Group, is gaining significant business in deals with legal and accountancy firms according fo...

INDUSTRY NEWS

BT Funds Management’s chief investment officer Andre Morony has announced his departure of the group, and will be replaced by former head of real estate Gary Symons....

INDUSTRY NEWS

It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...

INDUSTRY NEWS

Investors objecting to the Waltus property syndicate merger have had their case thrown out of the Court of Appeal....

INDUSTRY NEWS

Most Australians know very little about the basics of superannuation, a survey has found. Plum Financial Services research has found that more than half of the people sur...

INDUSTRY NEWS

New Zealand-based Tower concedes it will eventually move its headquarters to Australia, home to more than 70 per cent of its revenue and about half its shareholders....

INDUSTRY NEWS

Queensland based software and research group Investment Data Technologies (IDT) will proceed with a public listing late next year according to managing director Danny Rod...

INDUSTRY NEWS

Planners need to inform their clients of the new superannuation death benefit rules or they could be sued if there is a dispute with the next of kin, a superannuation adm...

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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 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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