FINANCIAL PLANNING

INDUSTRY NEWS

Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....

INDUSTRY NEWS

A fortnight ago, Colonial was awarded the highest accolade for the investment performance of an Australian fund manager - the Money Management Fund Manager of the Year. J...

INDUSTRY NEWS

AMP Banking is set to launch in the UK, distributing its products through Pearl's network of financial advisers....

INDUSTRY NEWS

Rothschild Australia Asset Management’s listed investment company The Five Ar-rows Australia Fund Ltd (FAAFL) is set to be wound up as Ralph related tax changes have made...

INDUSTRY NEWS

Greased curls, tight black jeans and night fever dance moves mix with cliched, Aussie 'wog' lines in Australia's latest foray into the world of film The Wog Boy. Box offi...

INDUSTRY NEWS

Self-funded retirees are emerging as one of the real victims of the imminent introduc-tion of the GST....

INDUSTRY NEWS

UK - Colonial says talks concerning the sale of its UK life assets are continu-ing, but declined to comment on parties to the discussions....

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

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

INDUSTRY NEWS

The investment industry has given the thumbs up to the New Zealand Government's anti tax avoidance measure on contributions to employer superannuation funds....

INDUSTRY NEWS

Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...

INDUSTRY NEWS

Chartered accountants continue to prepare to move into financial planning with a new proposal to change the governance structure of the Institute of Chartered Accountants...

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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