FINANCIAL PLANNING

INDUSTRY NEWS

Too many business relationships between financial planners and the accountants who refer clients fail due to poor structure of the relationship, says Shirlaws partner Chr...

INDUSTRY NEWS

Listed property trusts are at the start of a strong upward climb, according to Ausbil Dexia director Winston Sammut....

INDUSTRY NEWS

Internet-based training provider worldschool has bought financial services training group IntegraTec from B4Bco....

INDUSTRY NEWS

Exchange-traded funds will soon hit the Australian market, following an agreement made yesterday between Australian Stock Exchange (ASX) and international invest-ment man...

INDUSTRY NEWS

Insurance brokers must act now to implement a compliance infrastructure to meet the demands of the ASIC policy statement 161 according to Paul Harding-Davis head of the F...

INDUSTRY NEWS

Active portfolio management does not add value while index funds offer a better option according to Vanguard group director and Princeton University Professor of Economic...

INDUSTRY NEWS

PERPETUAL Investments has delayed listing two of its wholesale funds on Sovereign's AEGIS wrap account following a procedural glitch....

INDUSTRY NEWS

Chase Manhattan Bank has forked out nearly $60 billion to acquire JP Morgan in a stock swap valued....

INDUSTRY NEWS

Perpetual Investment’s two year association with US fund manager Fidelity has resulted in international funds under management passing the $2 billion mark at the end of l...

INDUSTRY NEWS

HSBC Invest Direct have upped the stakes in the share trading battle with the introduction of a mobile phone share trading service. The service, WAP Trader, uses Wireless...

INDUSTRY NEWS

Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...

INDUSTRY NEWS

Tower Trust has released a new do-it-yourself (DIY) complying pension on the market to sit alongside its existing range of DIY superannuation products....

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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 5 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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