FINANCIAL PLANNING

INDUSTRY NEWS

The investment director for AMP’s technology fund has resigned with another senior fund manager to start their own specialist investment management company....

INDUSTRY NEWS

The West Australian government will contribute towards legal action being taken against the di-rector of a mortgage broking company put into liquidation last year....

INDUSTRY NEWS

A bevy of Melbourne’s financial heavyweights have been appointed to the state government’s committee for boosting Victorian as a regional financial centre....

INDUSTRY NEWS

Financial services groups are lining up for huge expected demand for methods of deferring final payments for Telstra II shares....

INDUSTRY NEWS

The person in charge of Norwich’s acquisitions of Portfolio Partners and Paladin in Australia has taken up the top job at AMP’s UK finanical services operations....

INDUSTRY NEWS

Rural Funds Management (RFM) is to close its Agricultural Income Trust 1 early and has dropped the cotton farm component of the investment....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has obtained its first injunctions under civil law to stop respondents providing superannuation services until...

INDUSTRY NEWS

The shortage of good advisers has hit RACV Financial Services (RACVFS) turnover during the last financial year, says executive general manager sales and marketing Phil Tu...

INDUSTRY NEWS

Management fees for most wholesale managed funds have not climbed following the introduction of the GST earlier this year with most choosing to hold fees or decrease them...

INDUSTRY NEWS

Challenger has continued its buying spree with the purchase of a stake of Adelaide-based David Garry Holdings....

INDUSTRY NEWS

The National Australia Bank has received a new statement of claim from Idoport, the company which already has taken the bank to court....

INDUSTRY NEWS

Perpetual Trustees will aim to keep a lid on costs in preparation for a possible downturn in the stock market....

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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 week 4 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 8 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
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