FINANCIAL PLANNING

INDUSTRY NEWS

Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups....

INDUSTRY NEWS

With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...

INDUSTRY NEWS

A recent report by Rice Kachor predicts that Australia’s financial services industry will swing convincingly to the retail side of the industry by 2010. Stuart Engel look...

INDUSTRY NEWS

Dear Sir, After reading your front page article, entitled “Fund managers strike out” by Jason Spits (Money Management, May 11), we felt compelled to respond in order to p...

INDUSTRY NEWS

Private banks have failed to understand investors, and are sending clients irrelevant information and ignoring their real needs....

INDUSTRY NEWS

Australia’s private banking industry is on the verge of massive change as new competitors and technology invade traditional territory....

INDUSTRY NEWS

AXA is to revamp its distribution arm with the aim of attracting more independent advisers back to using the company’s products....

INDUSTRY NEWS

Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...

INDUSTRY NEWS

Correction In our article of 25 May by Jason Spits headed “Hammer falls on Wattle Scheme”, we reported that James Gerard Callahan was an authorised representative of Fina...

INDUSTRY NEWS

Then there were three. In a similar situation as last year, with the acquisition of KPMG Financial services by St George, the financial services industry now sees an-othe...

INDUSTRY NEWS

Perpetual’s private client division has split its financial planning operations into two separate planning tiers as a part of a restructure of the business....

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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 week 6 days ago

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

1 month 1 week ago

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

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 11 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
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