FINANCIAL PLANNING

INDUSTRY NEWS

A strong recovery in hotel property helped the listed property trust sector outper-form equity markets in the three months to September 30....

INDUSTRY NEWS

US fund managers have taken advantage of laws allowing them to sell funds over the Internet using electronic signatures....

INDUSTRY NEWS

Tower Trust is restructuring its senior management ranks following its acquisition of IOOF’s trustee business and the merger of Tower’s Australian and New Zealand trustee...

INDUSTRY NEWS

Greg Kirk has taken over the helm at AMP Financial planning, following the promotion of incumbent Steve Helmich in August....

INDUSTRY NEWS

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INDUSTRY NEWS

Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....

INDUSTRY NEWS

Perpetual Trustees will expand its corporate trust business after purchasing AXA Trustees for $24 million....

INDUSTRY NEWS

Tower Life has launched what it considers the first life insurance product to be available online....

INDUSTRY NEWS

New Zealand’s Prime Minister Helen Clark says the Government will push on with plans to establish a dedicated superannuation fund despite no guarantee of majority support...

INDUSTRY NEWS

When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...

INDUSTRY NEWS

Prominent financial services industry figure Kate Mulligan has taken on the role of director of marketing with Sealcorp....

INDUSTRY NEWS

The AMP Asset Management brand has now officially disappeared from the Australian market....

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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 2 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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