FINANCIAL PLANNING

INDUSTRY NEWS

AM Corporation is rolling out a national chat room service for advisers, accord-ing to the new national manager information services, Paul Medcraft....

INDUSTRY NEWS

One of IOOF's senior management team, Tony Jacobs, has left the company after the group decided to outsource its taxation advice....

INDUSTRY NEWS

Commissions paid on life insurance products will inevitably move to level com-missions, according to a visiting financial planning expert....

INDUSTRY NEWS

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

INDUSTRY NEWS

ASSIRT has given the thumbs up to BT Funds Management's investment team follow-ing its acquisition by Principal Financial Services....

INDUSTRY NEWS

On your bike Ray Ray Griffin proved to be master of more than the FPA at the industry's recent charity motorbike ride. ...

INDUSTRY NEWS

Australian Unity has taken over the $60 million Permanent Friendly Society, its biggest merger since its formation in 1993....

INDUSTRY NEWS

Mercantile Mutual managing director Rod Atfield has lashed out at the short-term greed mentality of investors and financial advisers....

INDUSTRY NEWS

I have been interested in some of the comments made by the press and by even some areas of the financial services industry about the quality of financial planners....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) recently issued a warning, telling investors and advisers to be aware of the pitfalls of share trading systems...

INDUSTRY NEWS

Financial advisers acting on behalf of a Dutch insurance firm has found the com-pany had added some spice to its pension information videos....

INDUSTRY NEWS

<I>To amend or not to amend That is the question Whether tis nobler in the mind to suffer the slings and arrows of the ATO Or by amendment to quell them To amend, per cha...

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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....

4 weeks 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 5 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 4 days ago