FINANCIAL PLANNING

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....

INDUSTRY NEWS

The superannuation industry has largely underestimated a shift in employer mood, with many employers now fed up with complex and demanding employee benefit structures....

INDUSTRY NEWS

The Financial Service Reform Bill (CLERP6) is uncertain to make its January 1 2001 debut, following a delay in parliamentary proceedings until later this year...

INDUSTRY NEWS

Lend Lease Financial Services has announced new names for its financial planning businesses....

INDUSTRY NEWS

Permanent has signed up with ISPT, the trustee of the Industry Superannuation Property Trust, to provide back office functions....

INDUSTRY NEWS

B4Bco’s decision to shelve its financial planning Web site finplan.com will have no affect on its training and development company IntegraTec....

INDUSTRY NEWS

Buying distribution is not all beer and skittles. So says Mercantile Mutual's deputy general manager integrated financial services, Tony Hartley....

INDUSTRY NEWS

County Investment Management has returned to the retail market after an absence of two and a half years....

INDUSTRY NEWS

The National Australia Bank will separate its insurance and investment operations from banking in a restructure, following the acquisition of MLC from Lend Lease...

INDUSTRY NEWS

Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....

INDUSTRY NEWS

Life insurance companies are about to embark on a major industry-wide outsourcing campaign, according to a recent research report....

INDUSTRY NEWS

The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry....

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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 6 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 5 days ago