FINANCIAL PLANNING

INDUSTRY NEWS

BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....

INDUSTRY NEWS

Credit Suisse First Boston’s private stock broking arm has embarked on a strategy to entice financial planners to use its stock research, trading and portfolio services w...

INDUSTRY NEWS

Nearly four out of five financial planners feel confident enough about using the Internet to perform online transactions for their clients, according to a Colonial First ...

INDUSTRY NEWS

The investment director for AMP’s technology fund has resigned with another senior fund manager to start their own specialist investment management company....

INDUSTRY NEWS

The West Australian government will contribute towards legal action being taken against the di-rector of a mortgage broking company put into liquidation last year....

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....

INDUSTRY NEWS

Financial services groups are lining up for huge expected demand for methods of deferring final payments for Telstra II shares....

INDUSTRY NEWS

The person in charge of Norwich’s acquisitions of Portfolio Partners and Paladin in Australia has taken up the top job at AMP’s UK finanical services operations....

INDUSTRY NEWS

Rural Funds Management (RFM) is to close its Agricultural Income Trust 1 early and has dropped the cotton farm component of the investment....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has obtained its first injunctions under civil law to stop respondents providing superannuation services until...

INDUSTRY NEWS

The shortage of good advisers has hit RACV Financial Services (RACVFS) turnover during the last financial year, says executive general manager sales and marketing Phil Tu...

INDUSTRY NEWS

Management fees for most wholesale managed funds have not climbed following the introduction of the GST earlier this year with most choosing to hold fees or decrease them...

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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....

5 days 13 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...

2 weeks 6 days ago

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

1 week 3 days ago