FINANCIAL PLANNING

INDUSTRY NEWS

Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...

INDUSTRY NEWS

Simplifying managed funds is the key to getting investors purchasing them online, according to Commonwealth Securities director Paul Rickard....

INDUSTRY NEWS

The Australian Investment and Securities Commission (ASIC) has secured its first gaol sentence under the Insurance (Agents and Brokers) Act with the sentencing of Royce C...

INDUSTRY NEWS

The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....

INDUSTRY NEWS

IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...

INDUSTRY NEWS

I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...

INDUSTRY NEWS

Financial services groups with global scale and reach will be the big industry winners in coming years, according to AXA Australia chief executive Les Owen....

INDUSTRY NEWS

Convergence and the digital revolution in global capital markets are becoming the drivers of regulatory regimes throughout the world, according to Professor Ian Harper of...

INDUSTRY NEWS

Professional Investment Services (PIS) has taken the plunge into retail stock broking through a deal signed with online broker E*Trade....

INDUSTRY NEWS

US based giant Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via A...

INDUSTRY NEWS

NRMA has rolled out a new income protection policy which makes use of agreed value and indemnity contracts within the same policy....

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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....

4 weeks ago

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

2 weeks 2 days 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 7 hours ago
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