FINANCIAL PLANNING

INDUSTRY NEWS

The list of 10 contenders for Austrlia’s biggest corporate superannuation outsourcing deal has been whittled down to six....

INDUSTRY NEWS

The Tax Office is looking to target promoters of tax-effective schemes and include them in penalties if it thinks there is a definite case of tax avoidance....

INDUSTRY NEWS

Assirt has slapped a hold notice on Paladin property trusts following the decision by Norwich and Paladin minority shareholders to offload the group to Deutsche Asset Man...

INDUSTRY NEWS

Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....

INDUSTRY NEWS

AXA’s aggressive push to ramp up its distribution capabilities has been given further fuel with the signing of former AMP distribution chief Neil Swindells....

INDUSTRY NEWS

The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...

INDUSTRY NEWS

Alan Cameron probably has the most unenviable job in the Australian financial services industry....

INDUSTRY NEWS

Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans....

INDUSTRY NEWS

Countries catching up with the pace of America’s growth will continue to boost world growth, says Morgan Stanley Dean Witter chief economist Stephen Roach....

INDUSTRY NEWS

“Males make up about 70 per cent of our market, so females make up the other 30 per cent, but there may be a few dogs in there.” <I>E-trade’s Kerry Roxburgh mixes his met...

INDUSTRY NEWS

Rationalisation of the trustee industry has started, with IOOF selling its operation to TowerTrust for an undisclosed sum....

INDUSTRY NEWS

Deutsche Bank Private Banking has nabbed industry heavyweights Thomas Murphy and Peter Haggstrom for its recently restructured research and technical services group. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 23 hours ago