FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...

INDUSTRY NEWS

ALMOST three years to the day since the collapse of his Canberra investment businesses, former high profile industry figure, Max Vardanega, has been banned for life from ...

INDUSTRY NEWS

Deutsche Asset Management (DAM) has appointed Andrew Fay as chief investment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his UK...

INDUSTRY NEWS

FORMER insurance and superannuation agent, Ivan Thomas Merlin of Ballarat, has been sentenced to six months imprisonment, after being charged with larceny and charges rel...

INDUSTRY NEWS

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

INDUSTRY NEWS

MACQUARIE Bank has become one of the first local financial services providers to provide screen scraping facilities with the rollout of a Web site to customers....

INDUSTRY NEWS

Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....

INDUSTRY NEWS

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

INDUSTRY NEWS

The popularity of investing in the share market has been reconfirmed with over 36 per cent of Australian households holding some form of securities according to the Melbo...

INDUSTRY NEWS

About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 week 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....

4 days 12 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 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago