FINANCIAL PLANNING

INDUSTRY NEWS

Tower is to offer its advisers equity in its distribution businesses under a radical shake-up of its distribution operations announced yesterday in New Zealand....

INDUSTRY NEWS

Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....

INDUSTRY NEWS

Buying a large dealer group like RetireInvest is not all beer and skittles....

INDUSTRY NEWS

The Victorian State Government is forming a committee from the financial services industry to push Melbourne as a regional financial centre....

INDUSTRY NEWS

The proportion of Australians with direct share holdings dropped for the first time in two years, a survey has found....

INDUSTRY NEWS

Challenger Portfolio Management is to become the latest group to jump on the ethical funds band wagon when it takes over management of the Tyndall Ethical Balanced Invest...

INDUSTRY NEWS

Commonwealth Bank managing director David Murray has called on the government to raise compulsory superannuation payments....

INDUSTRY NEWS

Perpetual’s private client division has split its financial planning operations into two separate planning tiers as a part of a restructure of the business....

INDUSTRY NEWS

Ipac has developed a business model to help its planners and strategic partners service the wealth accumulator market....

INDUSTRY NEWS

The restructure of Tower Trust in Australia and New Zealand has resulted in the appointment of Colin Baxter to the role of managing director for operations in both countr...

INDUSTRY NEWS

The leader of the Fijian coup, George Speight, has links back to the local financial serv-ices industry according to comments made in the NSW Parliament on Wednesday....

INDUSTRY NEWS

Sealcorp has rolled out extensive changes to its adviserNET service including free access to the e-commerce site for financial planners....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 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