FINANCIAL PLANNING

INDUSTRY NEWS

The FPA has vowed to fight CLERP 6 proposals which allow accountants who are members of professional bodies to operate outside the licencing scheme....

INDUSTRY NEWS

A new alliance of eight financial planning firms has launched itself onto the New Zealand market creating one of the largest advisory groupings in the country....

INDUSTRY NEWS

An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...

INDUSTRY NEWS

Consulting group Aon is to launch a local financial planning business in June in a bid to keep clients from seeking its services elsewhere....

INDUSTRY NEWS

The Government’s tax reform agenda continues to make all of our lives difficult. Take the new capital gains tax (CGT) rules for example....

INDUSTRY NEWS

Michael Gibbons has departed Merrill Lynch Mercury Asset Management after three years as business development manager....

INDUSTRY NEWS

A clear majority of money in Australia’s financial services markets will come from retail distribution channels by 2010, according to a report by Rice Kachor Re-search....

INDUSTRY NEWS

Russell Hooper’s boutique funds management group Castle Capital Management is to list an investment fund on the Australian stock exchange specialising in Euro-pean small ...

INDUSTRY NEWS

AMP is still considering future alliances with banks, acting chairman Stan Wallis has told yes-terday’s Business Sunday programe....

INDUSTRY NEWS

Merrill Lynch and HSBC have set up a joint venture to create a global online banking and in-vestment services company....

INDUSTRY NEWS

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

INDUSTRY NEWS

Permanent Trustee appears to be suffering from structural changes in the financial services busi-ness, recording a 74 per cent decline in net profit for the six months to...

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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 1 day 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 ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago