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FINANCIAL PLANNING
INDUSTRY NEWS
A proposal for a separate non-practitioner Certified Financial Planner (CFP) mark has been de-feated by strong opposition from elements within the US financial planning i...
INDUSTRY NEWS
E*Trade in the US will team up with accounting and consulting giant, Ernst & Young to provide online financial planning, according to reports in the New York Times. Both ...
INDUSTRY NEWS
The Property Council wants to work more closely with the Financial Planning Association (FPA) as part of a move to create more interest in property investing....
INDUSTRY NEWS
The Financial Planning Association (FPA) has slammed last minute changes to the GST and Ralph inspired new tax system which will slug planners with thousands of dollars o...
INDUSTRY NEWS
Macquarie’s wrap service has signed up with Colonial to use the group’s Investment Accelerator margin lending service....
INDUSTRY NEWS
Westpac Investment Management has teamed up with Monash University to pro-duce Australia’s first share index to include only environmentally responsible companies....
INDUSTRY NEWS
Hartley Poynton’s recently formed JDV offshoot has taken a minority stake in tax software group NetWorth to bolster its online financial services offerings....
INDUSTRY NEWS
Listed property trusts proved their mettle as good defensive investments in May, raking up the top return among all asset classes....
INDUSTRY NEWS
Fairfax’s Internet arm f2 is making an aggressive push for market share with the signing of a joint venture with Macquarie Bank....
INDUSTRY NEWS
Macquarie Financial Services has made further inroads into the self managed super-annuation fund (SMSF) market with the roll out of an “end to end” service. The service, ...
INDUSTRY NEWS
News that BHP offshoot OneSteel is to outsource its superannuation has sent rip-ples of excitement through the financial services industry....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...