FINANCIAL PLANNING

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....

INDUSTRY NEWS

Small to medium-sized financial planning groups have an uncertain future in the next five years as the bigger organisations come to dominate the industry, says consultant...

INDUSTRY NEWS

Software developed by Australian-based funds management group BBL Funds Manage-ment is making inroads into the Asian markets with deals signed in Singapore and India....

INDUSTRY NEWS

Reconnaissance of the enemy; targeting the prey; a grenade is pitched; interest is captured; probing and interrogation of possible defectors; sortie into enemy trenches; ...

INDUSTRY NEWS

Wrap account fees are set to become more expensive following the introduction of the GST....

INDUSTRY NEWS

An interesting turn has taken place in the financial services and recruitment sector, following the alliance between Strategic Resource Network (SRN) and Para planning Pr...

INDUSTRY NEWS

IntegraTec is challenging the FPA's Diploma of Financial Planning (DFP) course, after its latest course gained the go ahead from ASIC and the Vocational Educa-tion and Tr...

INDUSTRY NEWS

If there are no hitches to the marriage between the Commonwealth Bank and Colonial, the amalgamation will create a funds management powerhouse the likes of which Australi...

INDUSTRY NEWS

Research house van Eyk Research has joined dot com march, taking with them Australian equity specialist Tom Cottam....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 6 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 5 days ago