FINANCIAL PLANNING

INDUSTRY NEWS

The recently announced mega-mergers in our industry have made me wonder is bigger better, and if so for whom? ASIC believes bigger makes their job easier. They are raisin...

INDUSTRY NEWS

Investment performance is low on an adviser’s list when it comes to selecting an investment institution, according to Assirt’s 1999 Market Trends survey....

INDUSTRY NEWS

Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...

INDUSTRY NEWS

It seems these days there is no way directly up the financial industry ladder without owning a www.com login....

INDUSTRY NEWS

Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....

INDUSTRY NEWS

Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...

INDUSTRY NEWS

National Australia and the Commonwealth will soon own one-fifth of the financial planning industry....

INDUSTRY NEWS

Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the Family Law Legislation Amendment (Sup...

INDUSTRY NEWS

While it is going to be difficult to predict which technology stocks have a long-term future, fundamentals such as income streams are still the best guide-line when inves...

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

AustChoice has pulled out of its deal to acquire Consolidated Financial Services (CFS), managing director Roger Gumley has told Money Management....

INDUSTRY NEWS

Norwich Union has forked out $25 million for the revamping of the back office of its Navigator master trust....

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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 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 6 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 4 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 3 days ago