FINANCIAL PLANNING

INDUSTRY NEWS

The list of 10 contenders for Austrlia’s biggest corporate superannuation outsourcing deal has been whittled down to six....

INDUSTRY NEWS

The Tax Office is looking to target promoters of tax-effective schemes and include them in penalties if it thinks there is a definite case of tax avoidance....

INDUSTRY NEWS

Assirt has slapped a hold notice on Paladin property trusts following the decision by Norwich and Paladin minority shareholders to offload the group to Deutsche Asset Man...

INDUSTRY NEWS

Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....

INDUSTRY NEWS

AXA’s aggressive push to ramp up its distribution capabilities has been given further fuel with the signing of former AMP distribution chief Neil Swindells....

INDUSTRY NEWS

The New Zealand financial planning annual get-together in Wellington late last month unlocked a number of themes and issues pertinent to the industry on both sides of the...

INDUSTRY NEWS

Alan Cameron probably has the most unenviable job in the Australian financial services industry....

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

Countries catching up with the pace of America’s growth will continue to boost world growth, says Morgan Stanley Dean Witter chief economist Stephen Roach....

INDUSTRY NEWS

“Males make up about 70 per cent of our market, so females make up the other 30 per cent, but there may be a few dogs in there.” <I>E-trade’s Kerry Roxburgh mixes his met...

INDUSTRY NEWS

Rationalisation of the trustee industry has started, with IOOF selling its operation to TowerTrust for an undisclosed sum....

INDUSTRY NEWS

Deutsche Bank Private Banking has nabbed industry heavyweights Thomas Murphy and Peter Haggstrom for its recently restructured research and technical services group. ...

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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 week 5 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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