FINANCIAL PLANNING

INDUSTRY NEWS

Tower Trust is restructuring its senior management ranks following its acquisition of IOOF’s trustee business and the merger of Tower’s Australian and New Zealand trustee...

INDUSTRY NEWS

Greg Kirk has taken over the helm at AMP Financial planning, following the promotion of incumbent Steve Helmich in August....

INDUSTRY NEWS

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INDUSTRY NEWS

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

INDUSTRY NEWS

Perpetual Trustees will expand its corporate trust business after purchasing AXA Trustees for $24 million....

INDUSTRY NEWS

Tower Life has launched what it considers the first life insurance product to be available online....

INDUSTRY NEWS

New Zealand’s Prime Minister Helen Clark says the Government will push on with plans to establish a dedicated superannuation fund despite no guarantee of majority support...

INDUSTRY NEWS

When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...

INDUSTRY NEWS

Prominent financial services industry figure Kate Mulligan has taken on the role of director of marketing with Sealcorp....

INDUSTRY NEWS

The AMP Asset Management brand has now officially disappeared from the Australian market....

INDUSTRY NEWS

Skandia doesn’t do manufacturing and it doesn’t do retailing. Stuart Engel discovers exactly what it is the Swedish based financial services giant intends to do in Austra...

INDUSTRY NEWS

There has been a rush of financial services groups launching products that allow investors in Telstra II instalment receipts to defer their final payment. Macquarie Bank ...

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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 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 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 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 5 days ago
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