FINANCIAL PLANNING

INDUSTRY NEWS

AMP confirmed this morning that Stan Wallis will be the permanent chairman of AMP after be-ing in a caretaker role at the financial services giant for the past four month...

INDUSTRY NEWS

BT Portfolio Services has more than tripled the size of its wrap service over the past year, raising funds under administration to $1.7 billion....

INDUSTRY NEWS

The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...

INDUSTRY NEWS

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...

INDUSTRY NEWS

Financial internet software provider Presence Online is to expand its operations overseas following a $7.5 million venture capital deal with Deutsche Asset Management....

INDUSTRY NEWS

Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....

INDUSTRY NEWS

The amount of money flowing into margin lending products over the next three years will continue to grown quickly, according to BT Margin Lending senior vice president Gl...

INDUSTRY NEWS

Europe will become the place to invest as it rises from the doldrums and the US economy starts to tail off, according to Scudder Kemper Investments joint head of global e...

INDUSTRY NEWS

Sage Global Fund has launched a venture capital vehicle for ethical investments in biotechnol-ogy and agriculture....

INDUSTRY NEWS

BT Funds Management’s corporate superannuation master trust business has al-most doubled funds under management over the past year, with $700 million under management at ...

INDUSTRY NEWS

Guild Commercial, the commercial arm of the Pharmacy Guild of Australia, is to change its name reflect the group’s financial service activities....

INDUSTRY NEWS

Financial planning and master trust group Fiducian is to list on the Australian Stock Exchange on September 7....

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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 month 4 weeks ago

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

2 months 3 weeks ago

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

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 2 hours ago
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