FINANCIAL PLANNING

INDUSTRY NEWS

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

INDUSTRY NEWS

For obvious reasons, a great deal of emphasis is placed today on the need for sound planning and a disciplined commitment to achieve that mystical goal of financial indep...

INDUSTRY NEWS

The sale of County Investment Management has taken a further step forward with the release of an information memorandum to interested buyers this week....

INDUSTRY NEWS

“It’s about 70 per cent fees. It has turned around from being 20 per cent in favour of fees about five years ago, moving with the trend towards more fee based services. I...

INDUSTRY NEWS

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

INDUSTRY NEWS

Credit Suisse Asset Management has rolled out two new funds aimed at attracting investors seeking higher returns in the technology end of the investment market....

INDUSTRY NEWS

Perpetual Private Clients chief Wayne Wilson is departing the company at the end of this month to take a lifestyle break travelling around the country with his wife....

INDUSTRY NEWS

Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....

INDUSTRY NEWS

Portfolio Partners is to incorporate locally sourced hybrid fixed interest products in its Premier Fixed Interest trust launched today....

INDUSTRY NEWS

One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....

INDUSTRY NEWS

Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...

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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....

1 week 6 days 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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