FINANCIAL PLANNING

INDUSTRY NEWS

Australian investors are increasingly turning to the internet to buy managed funds according to head of the National Australia Bank (NAB) owned on-line investing service,...

INDUSTRY NEWS

Listed financial services company Investor Group has received extensive interest from service providers in its bid to outsource a number of support services for its finan...

INDUSTRY NEWS

Former Westpac financial adviser, Luke Stuart McGrath has been given a lifetime ban from acting as a representative of a securities dealer or investment adviser from the ...

INDUSTRY NEWS

The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...

INDUSTRY NEWS

In the Money Management email newsletter dated 06-09-2000, the story titled 'Adviser banned for life' reported that an ex-Westpac adviser, Luke Stuart McGrath had receive...

INDUSTRY NEWS

Active portfolio management does not add value while index funds offer a better option according to Vanguard group director and Princeton University Professor of Economic...

INDUSTRY NEWS

Tower financial group has acquired master trust and financial planning group Bridges for $168 million, in a move to boost its Australian retail financial services positio...

INDUSTRY NEWS

ASB Bank has announced plans to merge the life businesses of Sovereign and Co-lonial New Zealand creating the country’s largest life company with $460 million of annual p...

INDUSTRY NEWS

Deutsche Asset Management (DAM) has appointed Andrew Fay as chief invest-ment officer (CIO) following the decision of former CIO, Karl Sternberg, to focus solely on his U...

INDUSTRY NEWS

Perpetual Investment’s two year association with US fund manager Fidelity has resulted in international funds under management passing the $2 billion mark at the end of l...

INDUSTRY NEWS

Macquarie Bank has become one of the first local financial services providers to provide screen scraping facilities with the rollout of a website to customers on the week...

INDUSTRY NEWS

Tower Australia has acquired a sizeable stake in financial services group, Financial Services Partners (FSP), in an effort to reposition its distribution for the arrival ...

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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 6 days ago
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