FINANCIAL PLANNING

INDUSTRY NEWS

I read with interest the Money Managment article on ethical investment by Jason Spits and the adviser comments (Money Management, April 13)....

INDUSTRY NEWS

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

INDUSTRY NEWS

Project management has come a long way in the past ten years. Once seen as the last job before exiting a company, Stuart Engel discovered project managers are now some of...

INDUSTRY NEWS

Rothschild has shaken up its investment process for the first time in its 20 year history in Australia. Stuart Engel and Kate Kachor take a look at the group’s new multi-...

INDUSTRY NEWS

The Australian Investment and Securities Commission (ASIC) has begun court proceedings after an investigation into losses incurred by the Employees Produc-tivity Award Su...

INDUSTRY NEWS

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

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

The Australian Securities and Investments Commission (ASIC) is firing up its ef-forts to discourage investors from investing in dodgy tax driven investments....

INDUSTRY NEWS

It’s official –Australian financial planners are heavy users of technology. A survey conducted by Salomon Smith Barney Asset Management (SSB) reveals that 97 per cent o...

INDUSTRY NEWS

Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...

INDUSTRY NEWS

Listed insurance brokerage OAMPS has entered the financial planning business through the acquisition of Melbourne-based PSB Financial Services....

INDUSTRY NEWS

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

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 5 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 3 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 2 days ago