FINANCIAL PLANNING

INDUSTRY NEWS

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

INDUSTRY NEWS

Australian Unity will expand its product offering with the announcement that it will enter the annuities market for the first time....

INDUSTRY NEWS

IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....

INDUSTRY NEWS

Online broker E*Trade has announced the roll out of a system which will allow the research and trading of retail and wholesale managed funds....

INDUSTRY NEWS

The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....

INDUSTRY NEWS

Newcastle-based Financial Security Group has unveiled a plan to expand the group nationally after the opening of its first Sydney office, proving itself as a contender in...

INDUSTRY NEWS

Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....

INDUSTRY NEWS

Investors can still take part in global markets by investing in their local multinational stocks, says Merrill Lynch Investment Managers head of investment strategy and r...

INDUSTRY NEWS

County Investment Management is up for sale – only three years after the National paid $100 million for the business....

INDUSTRY NEWS

It doesn’t happen often, but it does happen. Kate Kachor outlines what to do when your client makes a complaint....

INDUSTRY NEWS

As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...

INDUSTRY NEWS

<B>Hockey not swayed by ethics </B>The Federal Financial Services Minister, Joe Hockey’s knock back of a proposal for disclosure of ethical considerations taken by invest...

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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 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 13 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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