FINANCIAL PLANNING

INDUSTRY NEWS

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

INDUSTRY NEWS

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

INDUSTRY NEWS

Australian Unity is to buy another four private hospitals from the Alpha Healthcare Group to add to its Healthcare Property Trust....

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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 1 day 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...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 6 days ago