FINANCIAL PLANNING

INDUSTRY NEWS

Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....

INDUSTRY NEWS

Sydney has been chosen to host the Financial Planning Association’s (FPA) 11th annual convention in 2002....

INDUSTRY NEWS

A terminally ill man is suing Norwich Union Life Insurance and his financial adviser because Norwich terminated his near $1 million policy after discovering he had cancer...

INDUSTRY NEWS

Former Frank Russell Australia managing director Meredith Brooks has been awarded Actuary of the Year by the Institute of Actuaries of Australia (IAA)....

INDUSTRY NEWS

Most Australian investors believe they will be worse off under the goods and services tax (GST) and even those who think they will be better off do not expect to increase...

INDUSTRY NEWS

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

INDUSTRY NEWS

Australia has become the largest centre for institutional equities investment outside of Japan in the Asia Pacific region, a report has found...

INDUSTRY NEWS

KAZ Computer Services has hooked up with a number of super funds to develop a global super-annuation management software product....

INDUSTRY NEWS

Norwich Union has embarked on an aggressive push into the New South Wales market by basing its new national sales manager, Shaun Williams in Sydney....

INDUSTRY NEWS

Challenger International is looking to join Colonial First State in the hot managed investments market of biotechnology with the intention to raise up to $40 million thro...

INDUSTRY NEWS

Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....

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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 week 6 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 20 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 1 day ago
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