FINANCIAL PLANNING

INDUSTRY NEWS

One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....

INDUSTRY NEWS

Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...

INDUSTRY NEWS

The poor run of the Australian dollar has been a saving grace for investors in over-seas share funds, with the falling dollar balancing a 5.4 per cent drop in the MSCI wo...

INDUSTRY NEWS

There are now more than 36,000 Certified Financial Planners operating in the US, with about 1,000 new members joining the elite financial planning club this year....

INDUSTRY NEWS

Prominent financial adviser Anthony Starkins has called for the outlawing of commissions because they contravene the fiduciary relationship between advisers and clients....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has released a policy proposal paper seeking comment to remove barriers to fully electronic dis-tribution of l...

INDUSTRY NEWS

The Minister for Financial Services and Regulation Joe Hockey has confirmed that the Government will not be able to roll out the Financial Services Reform Bill by its due...

INDUSTRY NEWS

Australian Unity has stepped up its direct distribution efforts with the announcement it is to offer insurance through Telstra’s Web site....

INDUSTRY NEWS

Towers Perrin has been awarded the largest outsourcing deal in Australia’s corpo-rate superannuation history....

INDUSTRY NEWS

Conference organiser Terrapinn, formerly known as AiC Worldwide, has announced its intention to float on the Australian Stock Exchange....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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. ...

4 days 19 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 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 ago
Powered by MOMENTUM MEDIA
moneymanagement logo