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On-line financial services provider Snowball group has secured its first client, the Retirement Villages Association of Australia (RVAA)....
INDUSTRY NEWS
The long-awaited arrival of Charles Schwab into Australia has been delayed yet again, with the company’s arrival not expected until later this year. ...
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Perpetual Private Clients chief Wayne Wilson is departing the company at the end of this month to take a lifestyle break....
INDUSTRY NEWS
The board and staff of County Investment Management (CIM) are disturbed by Kate Kachor’s article in the October 12 edition of Money Management....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has released a policy proposal paper seeking comment to remove barriers to fully electronic distribution of li...
INDUSTRY NEWS
Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...
INDUSTRY NEWS
Former Colonial marketing manager Marc Mengler is to become the new managing director of Norwich Union's Navigator. ...
INDUSTRY NEWS
The long heralded choice of funds in superannuation is close to being signed off by the Democrats and Government, according to the assistant treasurer Rod Kemp....
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Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....
INDUSTRY NEWS
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
INDUSTRY NEWS
New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....
INDUSTRY NEWS
Monitor Money is on the lookout for acquisition opportunities, following the sale of 50 per cent of the financial planning business earlier this year to New Zealand’s Spi...
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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...