FINANCIAL PLANNING

INDUSTRY NEWS

Money Management congratulates the winners of our competition for subscribers to win a bottle of Penfolds Grange for the August 31 edition:...

INDUSTRY NEWS

The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....

INDUSTRY NEWS

The shortage of good advisers has hit RACV Financial Services (RACVFS) turnover during the last financial year, says executive general manager sales and marketing Phil Tu...

INDUSTRY NEWS

IntegraTec has been sold to an Internet hopeful for the second time this year....

INDUSTRY NEWS

Australian Unity revenues for the last financial year rose 9.2 per cent to $236.5 million, with private health cover being a star performer....

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Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

INDUSTRY NEWS

Listed property trusts are at the start of a strong upward climb, according to Ausbil Dexia director Winston Sammut....

INDUSTRY NEWS

Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....

INDUSTRY NEWS

Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....

INDUSTRY NEWS

A Melbourne based accountant has pleaded guilty to ordering the redeeming of superannuation money on behalf of clients who had not qualified for retirement....

INDUSTRY NEWS

RECENTLY listed Fiducian Portfolio Services is looking to rapidly expand its financial planning business....

INDUSTRY NEWS

About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...

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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....

2 weeks 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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