FINANCIAL PLANNING

INDUSTRY NEWS

John Hibberd has drawn the curtains on his three year tenure as president of the Association of Financial Advisers (AFA). ...

INDUSTRY NEWS

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INDUSTRY NEWS

A number of Australia’s leading financial services consultants have been traversing the nation for the past month as a part of the FPA Roadshow. Money Management caught u...

INDUSTRY NEWS

Changes associated with the new tax system are far from complete, according to Mercantile Mutual national technical services manager Tony Negline....

INDUSTRY NEWS

In 1992, the word “Internet” didn’t even rate a mention in most dictionaries. In 2000, over 25 per cent of Australians are online and the percentage is rapidly growing. ...

INDUSTRY NEWS

Tasmanian Trustees is looking at boosting its funds management business through internal growth and its new joint-venture banking operation with Bendigo Bank, says new ch...

INDUSTRY NEWS

BT Funds Management has restructured its 60 strong national sales team, in a ma-jor refocus of its adviser services operations....

INDUSTRY NEWS

Credit Suisse First Boston’s private stock broking arm has embarked on a strategy to entice financial planners to use its stock research, trading and portfolio services w...

INDUSTRY NEWS

Nearly four out of five financial planners feel confident enough about using the Internet to perform online transactions for their clients, according to a Colonial First ...

INDUSTRY NEWS

The investment director for AMP’s technology fund has resigned with another senior fund manager to start their own specialist investment management company....

INDUSTRY NEWS

The West Australian government will contribute towards legal action being taken against the di-rector of a mortgage broking company put into liquidation last year....

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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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