FINANCIAL PLANNING

INDUSTRY NEWS

Suncorp Metway is to launch into the $58 billion master trust market....

INDUSTRY NEWS

Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....

INDUSTRY NEWS

Back in the early 1960s an enterprising student at Melbourne University struck a deal with some of his fellow students. Four years later, that student had his own accoun...

INDUSTRY NEWS

All financial advisers need to manage their clients' emotions, expectations and economics - the 3Es. Once the 3Es are managed, the rest will fall into place. An invest...

INDUSTRY NEWS

The Australian Securities and Investment Commission (ASIC) is to investigate the conduct and disclosure behaviour of life agents as phase two of its review of the disabil...

INDUSTRY NEWS

Australia’s biggest financial planning groups are lining up to grab a share of the e-commerce space by launching online share trading services....

INDUSTRY NEWS

Banks cost cutting will be the key drivers of e-commerce into the future, according to InvestorWeb director of online and media services, Mark Maley....

INDUSTRY NEWS

Banks will dominate distribution of financial services in the future due to their massive customer bases and strong brand awareness Westpac financial planning general ma...

INDUSTRY NEWS

Fiducian has added a life broking business to its suite of financial services. The group is hoping to recruit at least 15 life brokers and write more than $2 mil-lion of ...

INDUSTRY NEWS

Q: Is you business ready for GST? After much confusion, deliberation and consultation we decided to tackle the GST on two levels, one for clients and the other for our bu...

INDUSTRY NEWS

Marisa Broome has put her stake in Millennium Financial Planning group up for sale to go out on her own....

INDUSTRY NEWS

B4Bco’s decision to shelve its financial planning Web site finplan.com will have no affect on its training and development company IntegraTec....

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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 4 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 2 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 1 day ago