FINANCIAL PLANNING

INDUSTRY NEWS

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

INDUSTRY NEWS

Property management company Waltus could be in for a protracted court battle as it fights to implement a plan to amalgamate most of its property syndicates into one entit...

INDUSTRY NEWS

I read with some interest the letter that Marj Russell wrote about licensing advisers....

INDUSTRY NEWS

St George has spent $10 million on a 7 per cent stake in burgeoning accounting and financial planning consolidator Stockford, valuing the group at nearly $150 million....

INDUSTRY NEWS

As a financial services professional have you ever held a meeting to discuss why clients are no longer excited by the value proposition of your products?...

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. NAB’s Frank Ci...

INDUSTRY NEWS

South African-based Investec has embarked on ambitious expansion plans for its Australian-based financial services business....

INDUSTRY NEWS

Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....

INDUSTRY NEWS

Macquarie has embarked on a $5 million print advertising campaign aimed at dispelling perceptions that Macquarie is only aimed at the big end of town....

INDUSTRY NEWS

CPA Australia has hit out at what it calls “scaremongering” about the Declared Professional Body (DPB) exemption contained in the Financial Services Reform Bill (FSRB)....

INDUSTRY NEWS

Towers Perrin has been awarded the largest outsourcing deal in Australia’s corporate superannuation history....

INDUSTRY NEWS

AXA Australia is expected to complete the take-over of Alliance Capital Management in Australia this week....

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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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