FINANCIAL PLANNING

INDUSTRY NEWS

Advisers whose clients have taken out fixed-term pensions purchased with a lump sum post March 1, 2000 should review the method that’s been used to calculate the capital ...

INDUSTRY NEWS

Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....

INDUSTRY NEWS

Challenger International has gone a recruitment spree, luring industry notables Jamie Kelly away from a 12 year career with Mercantile Mutual and Sharon Knightley from tw...

INDUSTRY NEWS

Australian managed funds research pioneer Assirt is set to change ownership under a proposed deal between parent company St George Bank and Bourse Data....

INDUSTRY NEWS

The New Zealand Government's proposed pre-funded superannuation scheme could be in place by July next year, according to Peter Harris, economic adviser to Finance Ministe...

INDUSTRY NEWS

Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money...

INDUSTRY NEWS

What do you think of the proposed Adviser Ratings System?...

INDUSTRY NEWS

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

INDUSTRY NEWS

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

INDUSTRY NEWS

Australian Unity is to buy another four private hospitals from the Alpha Healthcare Group to add to its Healthcare Property Trust....

INDUSTRY NEWS

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

INDUSTRY NEWS

The superannuation industry has largely underestimated a shift in employer mood, with many employers now fed up with complex and demanding employee benefit structures....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 2 days ago