FINANCIAL PLANNING

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....

INDUSTRY NEWS

A group of Count advisers including some of its biggest hitters have left the group, striking out on their own as a new accountant based financial planning group....

INDUSTRY NEWS

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

INDUSTRY NEWS

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

INDUSTRY NEWS

Sydney has been chosen to host the Financial Planning Association’s (FPA) 11th annual convention in 2002....

INDUSTRY NEWS

A terminally ill man is suing Norwich Union Life Insurance and his financial adviser because Norwich terminated his near $1 million policy after discovering he had cancer...

INDUSTRY NEWS

Former Frank Russell Australia managing director Meredith Brooks has been awarded Actuary of the Year by the Institute of Actuaries of Australia (IAA)....

INDUSTRY NEWS

Most Australian investors believe they will be worse off under the goods and services tax (GST) and even those who think they will be better off do not expect to increase...

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?...

5 months 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 3 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 6 days ago