FINANCIAL PLANNING

INDUSTRY NEWS

The battle for the position as pre-eminent Internet personal finance site is hotting up with news the My Money Group, headed up by Money Management founder David Koch, is...

INDUSTRY NEWS

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...

INDUSTRY NEWS

Financial internet software provider Presence Online is to expand its operations overseas following a $7.5 million venture capital deal with Deutsche Asset Management....

INDUSTRY NEWS

Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....

INDUSTRY NEWS

The amount of money flowing into margin lending products over the next three years will continue to grown quickly, according to BT Margin Lending senior vice president Gl...

INDUSTRY NEWS

Europe will become the place to invest as it rises from the doldrums and the US economy starts to tail off, according to Scudder Kemper Investments joint head of global e...

INDUSTRY NEWS

Sage Global Fund has launched a venture capital vehicle for ethical investments in biotechnol-ogy and agriculture....

INDUSTRY NEWS

BT Funds Management’s corporate superannuation master trust business has al-most doubled funds under management over the past year, with $700 million under management at ...

INDUSTRY NEWS

Guild Commercial, the commercial arm of the Pharmacy Guild of Australia, is to change its name reflect the group’s financial service activities....

INDUSTRY NEWS

Financial planning and master trust group Fiducian is to list on the Australian Stock Exchange on September 7....

INDUSTRY NEWS

The list of 10 contenders for Austrlia’s biggest corporate superannuation outsourcing deal has been whittled down to six....

INDUSTRY NEWS

The Tax Office is looking to target promoters of tax-effective schemes and include them in penalties if it thinks there is a definite case of tax avoidance....

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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’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 20 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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