FINANCIAL PLANNING

INDUSTRY NEWS

The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...

INDUSTRY NEWS

The latest rounds of interest rate hikes and the falling values of share markets around the world raises a number of questions for the financial planning indus-try....

INDUSTRY NEWS

The FPA has vowed to fight CLERP 6 proposals which allow accountants who are members of professional bodies to operate outside the licencing scheme....

INDUSTRY NEWS

A new alliance of eight financial planning firms has launched itself onto the New Zealand market creating one of the largest advisory groupings in the country....

INDUSTRY NEWS

An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...

INDUSTRY NEWS

Consulting group Aon is to launch a local financial planning business in June in a bid to keep clients from seeking its services elsewhere....

INDUSTRY NEWS

The Government’s tax reform agenda continues to make all of our lives difficult. Take the new capital gains tax (CGT) rules for example....

INDUSTRY NEWS

Michael Gibbons has departed Merrill Lynch Mercury Asset Management after three years as business development manager....

INDUSTRY NEWS

A clear majority of money in Australia’s financial services markets will come from retail distribution channels by 2010, according to a report by Rice Kachor Re-search....

INDUSTRY NEWS

Russell Hooper’s boutique funds management group Castle Capital Management is to list an investment fund on the Australian stock exchange specialising in Euro-pean small ...

INDUSTRY NEWS

AMP is still considering future alliances with banks, acting chairman Stan Wallis has told yes-terday’s Business Sunday programe....

INDUSTRY NEWS

Merrill Lynch and HSBC have set up a joint venture to create a global online banking and in-vestment services company....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months 1 week ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 2 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 1 day ago