FINANCIAL PLANNING

INDUSTRY NEWS

Mercantile Mutual has repositioned its full suite of risk products to reflect chang-ing market conditions...

INDUSTRY NEWS

Advisers whose clients have taken out fixed-term pensions purchased with a lump sum post March 1, 2000 should review the method that’s been used to calculate the capital ...

INDUSTRY NEWS

Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....

INDUSTRY NEWS

Challenger International has gone a recruitment spree, luring industry notables Jamie Kelly away from a 12 year career with Mercantile Mutual and Sharon Knightley from tw...

INDUSTRY NEWS

Australian managed funds research pioneer Assirt is set to change ownership under a proposed deal between parent company St George Bank and Bourse Data....

INDUSTRY NEWS

The New Zealand Government's proposed pre-funded superannuation scheme could be in place by July next year, according to Peter Harris, economic adviser to Finance Ministe...

INDUSTRY NEWS

Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money...

INDUSTRY NEWS

What do you think of the proposed Adviser Ratings System?...

INDUSTRY NEWS

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

INDUSTRY NEWS

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

INDUSTRY NEWS

Australian Unity is to buy another four private hospitals from the Alpha Healthcare Group to add to its Healthcare Property Trust....

INDUSTRY NEWS

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago