FINANCIAL PLANNING

INDUSTRY NEWS

The Labor Party will support the reforms outlined in CLERP 6 subject to a few amendments which will probably delay its introduction, says shadow minister for financial se...

INDUSTRY NEWS

After only four years of operation, Vision FPS (Vision) has sold to InvestorWeb for the princely sum of $15 million....

INDUSTRY NEWS

Online broker TD Waterhouse has launched an aggressive campaign in a bid to gain a dominant share of the managed funds broking market....

INDUSTRY NEWS

Financial services group Saxby Bridge Property and Finance has defeated a company in which it holds a minority stake, in a courtroom battle over a number of issues includ...

INDUSTRY NEWS

Australia’s three-year old fund manager – Ausbil Partners - has changed its name to Ausbil Dexia to better reflect its links to European banking group Dexia....

INDUSTRY NEWS

The US financial planning outfit owned by two keynote speakers at last year’s FPA con-ference, Harold Evensky and Deena Katz, has slated a nationwide expansion to confron...

INDUSTRY NEWS

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

INDUSTRY NEWS

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

INDUSTRY NEWS

The competition between blue gum investment schemes has hotted-up with disputes over each others’ figures....

INDUSTRY NEWS

Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups....

INDUSTRY NEWS

With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...

INDUSTRY NEWS

A recent report by Rice Kachor predicts that Australia’s financial services industry will swing convincingly to the retail side of the industry by 2010. Stuart Engel look...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 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 3 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 2 days ago

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

2 weeks 4 days ago