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FINANCIAL PLANNING
INDUSTRY NEWS
Australian discretionary master trust FlexiPlan has recorded $3 billion for its funds under management, representing an 80 per cent increase in funds under admini-stratio...
INDUSTRY NEWS
Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans. ...
INDUSTRY NEWS
The financial services industry is expecting healthy profit growth this year, according to the Investment and Financial Services Association’s (IFSA) annual survey....
INDUSTRY NEWS
Lynx Financial Services has set its sights on becoming one of the country’s biggest dealer groups with plans to grow adviser numbers to 250 within the next 18 months....
INDUSTRY NEWS
Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....
INDUSTRY NEWS
Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards. ...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) is looking to step up its consumer education programs....
INDUSTRY NEWS
AXA has set down a major plank in the overhaul of its distribution arm with the launch of a third financial planning arm....
INDUSTRY NEWS
The FPA is expecting around 100 principal members to roll up to its third dealer principal’s conference at the Parkroyal Surfers Paradise on 18-19 August....
INDUSTRY NEWS
Are regulators and financial services associations on top of the issues surrounding gearing?...
INDUSTRY NEWS
Financial Synergy is set to become Tasmania’s largest independent provider of corporate employee benefit services following its takeover of NSP Buck’s Tasmanian operation...
INDUSTRY NEWS
A US association is planning another professional designation for financial planners but insists the new mark will not set out to compete with the Certified Financial Pla...
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MARKET INSIGHTS
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...