FINANCIAL PLANNING

INDUSTRY NEWS

Skandia doesn’t do manufacturing and it doesn’t do retailing. Stuart Engel discovers exactly what it is the Swedish based financial services giant intends to do in Austra...

INDUSTRY NEWS

There has been a rush of financial services groups launching products that allow investors in Telstra II instalment receipts to defer their final payment. Macquarie Bank ...

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

Property management company Waltus could be in for a protracted court battle as it fights to implement a plan to amalgamate most of its property syndicates into one entit...

INDUSTRY NEWS

I read with some interest the letter that Marj Russell wrote about licensing advisers....

INDUSTRY NEWS

St George has spent $10 million on a 7 per cent stake in burgeoning accounting and financial planning consolidator Stockford, valuing the group at nearly $150 million....

INDUSTRY NEWS

As a financial services professional have you ever held a meeting to discuss why clients are no longer excited by the value proposition of your products?...

INDUSTRY NEWS

A bevy of Melbourne’s financial heavyweights have been appointed to the state government’s committee for boosting Victorian as a regional financial centre. NAB’s Frank Ci...

INDUSTRY NEWS

South African-based Investec has embarked on ambitious expansion plans for its Australian-based financial services business....

INDUSTRY NEWS

Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....

INDUSTRY NEWS

Macquarie has embarked on a $5 million print advertising campaign aimed at dispelling perceptions that Macquarie is only aimed at the big end of town....

INDUSTRY NEWS

CPA Australia has hit out at what it calls “scaremongering” about the Declared Professional Body (DPB) exemption contained in the Financial Services Reform Bill (FSRB)....

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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 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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