FINANCIAL PLANNING

INDUSTRY NEWS

Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....

INDUSTRY NEWS

Great Southern Plantations managing director John Young has fired a broadside at researchers van Eyk Capital, claiming the group had partly been responsible for the recen...

INDUSTRY NEWS

Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....

INDUSTRY NEWS

Mercantile Mutual has repositioned its full suite of risk products to reflect chang-ing market conditions...

INDUSTRY NEWS

Advisers whose clients have taken out fixed-term pensions purchased with a lump sum post March 1, 2000 should review the method that’s been used to calculate the capital ...

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....

INDUSTRY NEWS

Challenger International has gone a recruitment spree, luring industry notables Jamie Kelly away from a 12 year career with Mercantile Mutual and Sharon Knightley from tw...

INDUSTRY NEWS

Australian managed funds research pioneer Assirt is set to change ownership under a proposed deal between parent company St George Bank and Bourse Data....

INDUSTRY NEWS

The New Zealand Government's proposed pre-funded superannuation scheme could be in place by July next year, according to Peter Harris, economic adviser to Finance Ministe...

INDUSTRY NEWS

Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money...

INDUSTRY NEWS

What do you think of the proposed Adviser Ratings System?...

INDUSTRY NEWS

AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....

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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 month 4 weeks ago

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

2 months 3 weeks ago

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3 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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