FINANCIAL PLANNING

INDUSTRY NEWS

Trustee group Permanent has been signed with ISPT, the trustee of the Industry Superannuation Property Trust No.1, to provide back office functions for the super group....

INDUSTRY NEWS

Merrill Lynch has launched a broad index of Australian debt securities that is one of the final building blocks in its soon-to-be-launched global index....

INDUSTRY NEWS

High profile financial planning identity Max Weston has given up his post as head of KPMG Financial services for semi-retirement....

INDUSTRY NEWS

Perpetual Investments will not take on any more institutional clients for at least 12 months but rather concentrate on servicing those already with the group, according t...

INDUSTRY NEWS

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

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

The National Australia Bank will separate its insurance and investment operations from banking in a restructure, following the acquisition of MLC from Lend Lease....

INDUSTRY NEWS

Tower has linked up with one of New Zealand's most popular retail outlets to sell a range of managed funds....

INDUSTRY NEWS

Pacific Rim Investment is to buy West Australian-based dealer group Personal Financial Plan-ners for $1.75 million....

INDUSTRY NEWS

It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....

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

Tower is to distribute its products through the New Zealand post office network...

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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 3 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