FINANCIAL PLANNING

INDUSTRY NEWS

Dear Sir, After reading your front page article, entitled “Fund managers strike out” by Jason Spits (Money Management, May 11), we felt compelled to respond in order to p...

INDUSTRY NEWS

Private banks have failed to understand investors, and are sending clients irrelevant information and ignoring their real needs....

INDUSTRY NEWS

Australia’s private banking industry is on the verge of massive change as new competitors and technology invade traditional territory....

INDUSTRY NEWS

AXA is to revamp its distribution arm with the aim of attracting more independent advisers back to using the company’s products....

INDUSTRY NEWS

Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...

INDUSTRY NEWS

Correction In our article of 25 May by Jason Spits headed “Hammer falls on Wattle Scheme”, we reported that James Gerard Callahan was an authorised representative of Fina...

INDUSTRY NEWS

Then there were three. In a similar situation as last year, with the acquisition of KPMG Financial services by St George, the financial services industry now sees an-othe...

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

IOOF is selling its St Kilda headquarters building to release capital for further expansion of its fund management business, says group managing director Robert Turner....

INDUSTRY NEWS

What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?...

INDUSTRY NEWS

Switzerland-based fund manager SAM Group has produced the world’s first index for ethical investments....

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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 2 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