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FINANCIAL PLANNING
INDUSTRY NEWS
US fund managers are now offering three types of wrap account as the next gen-eration of products....
INDUSTRY NEWS
To achieve value for their businesses, planners should focus on generating fee-for-service income rather than trails, Perpetual Service Network general manager Anthony Hu...
INDUSTRY NEWS
Administration fees for master trusts are expected to stay at about 0.75 per cent, says Norwich Union Navigator head of business development Stephen Trist....
INDUSTRY NEWS
Challenger's meteoric rise in the financial services industry shows no sign of abating with the $45.6 million purchase of Deutsche Life....
INDUSTRY NEWS
The Australian financial services arms of German financial services giants, Deutsche and Dresdner, will feel the winds of global change later this year, following the mer...
INDUSTRY NEWS
The Financial Planners and Insurance Advisers Association (FPIA) needs to in-crease its membership to a least 1,600, if it is to become a truly effective, independent bod...
INDUSTRY NEWS
The investment industry's fascination with wrap accounts is a case of "back to the future"....
INDUSTRY NEWS
Prudential’s Egg online banking unit plans to start selling 169 mutual funds from 12 different companies over the Internet, the first fund supermarket for UK investors. ...
INDUSTRY NEWS
Zilla Efat's article, King of castle forges alliance (Money Management, March 2) quotes incorrect figures attributed to Advance Asset Management's funds under management....
INDUSTRY NEWS
Financial planners are facing many challenges in the next couple of years due to the increasing use of technology in the industry. Those planners who embrace the technolo...
INDUSTRY NEWS
Fees for transaction-based services will continue to fall as fund managers go direct and the financial planning industry builds on the service concept, says Skip Parish f...
INDUSTRY NEWS
AMP Financial Planning has taken GIO Fund Managers into its embrace to make Australia’s largest financial planning group even bigger....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...