FINANCIAL PLANNING

INDUSTRY NEWS

Monitor Money is on the lookout for acquisition opportunities, following the sale of 50 per cent of the financial planning business earlier this year to New Zealand’s Spi...

INDUSTRY NEWS

Count Wealth Accountants is to raise $8 million as part of its long heralded float due to start on November 6, which will set the group with a market capitalization of $8...

INDUSTRY NEWS

Hong Kong has become the 14th country in the world to officially adopt the Certified Fi-nancial Planner (CFP) mark....

INDUSTRY NEWS

The bull run for global stockmarkets will end about 2010, which is when the baby-boomers start to retire, says AMP Henderson Global Investors chief economist Dr Shane Oli...

INDUSTRY NEWS

Deutsche Private Banking senior executive Paul Duncan has moved across to MLC Investment Management to take on the role of portfolio manager within its investment managem...

INDUSTRY NEWS

Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...

INDUSTRY NEWS

New rural industries such as herbs and durians have the potential for strong rates of return and low break-even points, a new financial modelling reports reveals....

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

Prominent industry figure Kate Mulligan has joined Sealcorp as director of marketing....

INDUSTRY NEWS

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

INDUSTRY NEWS

A cloud hangs over the business of providing outsourcing services for fund managers, following the decision by Macquarie Portfolio Services to close its wholesale outsour...

INDUSTRY NEWS

On-line financial services provider Snowball group has secured its first client, the Retirement Villages Association of Australia (RVAA)....

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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 month 3 weeks ago

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

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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