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FINANCIAL PLANNING

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...

INDUSTRY NEWS

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

INDUSTRY NEWS

Credit Suisse Asset Management has rolled out two new funds aimed at attracting investors seeking higher returns in the technology end of the investment market....

INDUSTRY NEWS

Perpetual Private Clients chief Wayne Wilson is departing the company at the end of this month to take a lifestyle break travelling around the country with his wife....

INDUSTRY NEWS

Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....

INDUSTRY NEWS

Portfolio Partners is to incorporate locally sourced hybrid fixed interest products in its Premier Fixed Interest trust launched today....

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MARKET INSIGHTS

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

1 week ago

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

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago