FINANCIAL PLANNING

INDUSTRY NEWS

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

INDUSTRY NEWS

Permanent Trustee appears to be suffering from structural changes in the financial services busi-ness, recording a 74 per cent decline in net profit for the six months to...

INDUSTRY NEWS

Former Perth AMP financial adviser Anastasis Darcy Papas has been sentenced to 10 years jail on stealing and fraud charges totally $703,000....

INDUSTRY NEWS

Opposition leader Kim Beazley has indicated that superannuation is on the agenda as a frontline issue for next year’s federal election....

INDUSTRY NEWS

Synergy Capital Management managing director Tim O'Neill has stepped down from the daily management of the business to take on greater strategic role as a di-rector of bo...

INDUSTRY NEWS

The old way of networking is dead, according to Robyn Henderson, author of five books on the subject and director of her own company “Networking to Win”....

INDUSTRY NEWS

Earlier predictions that this year’s job prospects for the financial services industry may plateau have been squashed by continuing strong growth figures in the latest qu...

INDUSTRY NEWS

Mercantile Mutual has restructured its distribution and dealer group networks by housing the entire operation under the one roof....

INDUSTRY NEWS

It seems the world’s richest are about to get a whole lot richer, which can only be good news for financial planners focussing on high net worth individuals....

INDUSTRY NEWS

Mercantile Mutual’s new funds management boss has urged federal government to consider tying health and aged care funding to superannuation....

INDUSTRY NEWS

The race for the hearts and minds of financial planners looking to upgrade skills and qualifications has turned up a notch with the entrance of a partnership between Zuri...

INDUSTRY NEWS

Investor Group has purchased the Cressey Lynch accounting and financial planning businesses....

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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