FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Planning Association (FPA) has embarked on one of its biggest political campaigns to head off what it calls the “disastrous impact” of alienation of persona...

INDUSTRY NEWS

Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....

INDUSTRY NEWS

Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....

INDUSTRY NEWS

Palandri Wines is to merge its two investment companies as it prepares to raise another $58 million capital by the end of the year under a seconde prospectus and propose ...

INDUSTRY NEWS

Caroline Saunders has moved into the newly created position of investments and insurance director at Sealcorp....

INDUSTRY NEWS

Ausbil Dexia has been awarded another mandate on top of the one it won from AM Corporation less than two weeks ago....

INDUSTRY NEWS

Advisers and investors risked falling into the trap of applying the returns of the last few years into the future according to Frank Russell director of portfolio researc...

INDUSTRY NEWS

The rapid globalisation of the Australian funds management market continues un-abated, this time with the launch of ING funds by Mercantile Mutual....

INDUSTRY NEWS

AXA Asia Pacific Holdings and Alliance Capital Management have signed an agreement to merge investment operations in Australia and New Zealand....

INDUSTRY NEWS

Former Colonial marketing manager Marc Mengler is to become the new managing director of Norwich Union’s Navigator....

INDUSTRY NEWS

Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...

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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 week 5 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 7 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 1 day ago
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