FINANCIAL PLANNING

INDUSTRY NEWS

The long-awaited arrival of Charles Schwab into Australia has been delayed yet again, with the company’s arrival not expected until later this year. ...

INDUSTRY NEWS

Perpetual Private Clients chief Wayne Wilson is departing the company at the end of this month to take a lifestyle break....

INDUSTRY NEWS

The board and staff of County Investment Management (CIM) are disturbed by Kate Kachor’s article in the October 12 edition of Money Management....

INDUSTRY NEWS

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

INDUSTRY NEWS

Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...

INDUSTRY NEWS

Former Colonial marketing manager Marc Mengler is to become the new managing director of Norwich Union's Navigator. ...

INDUSTRY NEWS

The long heralded choice of funds in superannuation is close to being signed off by the Democrats and Government, according to the assistant treasurer Rod Kemp....

INDUSTRY NEWS

Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....

INDUSTRY NEWS

Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....

INDUSTRY NEWS

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

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

No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...

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 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
moneymanagement logo