FINANCIAL PLANNING

INDUSTRY NEWS

The Victorian State Government is forming a committee from the financial services industry to push Melbourne as a regional financial centre....

INDUSTRY NEWS

The proportion of Australians with direct share holdings dropped for the first time in two years, a survey has found....

INDUSTRY NEWS

Challenger Portfolio Management is to become the latest group to jump on the ethical funds band wagon when it takes over management of the Tyndall Ethical Balanced Invest...

INDUSTRY NEWS

Commonwealth Bank managing director David Murray has called on the government to raise compulsory superannuation payments....

INDUSTRY NEWS

Perpetual’s private client division has split its financial planning operations into two separate planning tiers as a part of a restructure of the business....

INDUSTRY NEWS

Ipac has developed a business model to help its planners and strategic partners service the wealth accumulator market....

INDUSTRY NEWS

The restructure of Tower Trust in Australia and New Zealand has resulted in the appointment of Colin Baxter to the role of managing director for operations in both countr...

INDUSTRY NEWS

The leader of the Fijian coup, George Speight, has links back to the local financial serv-ices industry according to comments made in the NSW Parliament on Wednesday....

INDUSTRY NEWS

Sealcorp has rolled out extensive changes to its adviserNET service including free access to the e-commerce site for financial planners....

INDUSTRY NEWS

First Samuel managing director Anthony Starkins dropped a bombshell on the re-cent Asia Pacific Private Banking conference in Sydney, labelling private bankers both “gree...

INDUSTRY NEWS

Private banking executives are leaving the industry in droves as the lure of the Internet hits home....

INDUSTRY NEWS

Private banking groups must change their work environments if they are to halt the flood of departures of key executives, according to Hamilton James & Bruce man-aging di...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 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 ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago