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FINANCIAL PLANNING

INDUSTRY NEWS

Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...

INDUSTRY NEWS

Supplying a complete administration service for self managed superannuation funds is where the major opportunities lie for planners in superannuation according to Tower T...

INDUSTRY NEWS

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

INDUSTRY NEWS

Retail investors have never had it so good in terms of the information available to them regarding investments and this doesn't seem to be tapering off. ...

INDUSTRY NEWS

The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...

INDUSTRY NEWS

ALMOST three years to the day since the collapse of his Canberra investment businesses, former high profile industry figure, Max Vardanega, has been banned for life from ...

INDUSTRY NEWS

Deutsche Asset Management (DAM) has appointed Andrew Fay as chief investment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his UK...

INDUSTRY NEWS

FORMER insurance and superannuation agent, Ivan Thomas Merlin of Ballarat, has been sentenced to six months imprisonment, after being charged with larceny and charges rel...

INDUSTRY NEWS

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

INDUSTRY NEWS

MACQUARIE Bank has become one of the first local financial services providers to provide screen scraping facilities with the rollout of a Web site to customers....

INDUSTRY NEWS

Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....

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MARKET INSIGHTS

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

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So we are now underwriting criminal scams?...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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