FINANCIAL PLANNING

INDUSTRY NEWS

Life insurance companies are about to embark on a major industry-wide outsourcing campaign, according to a recent research report....

INDUSTRY NEWS

The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry....

INDUSTRY NEWS

A group of Count advisers including some of its biggest hitters have left the group, striking out on their own as a new accountant based financial planning group....

INDUSTRY NEWS

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

INDUSTRY NEWS

Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....

INDUSTRY NEWS

Sydney has been chosen to host the Financial Planning Association’s (FPA) 11th annual convention in 2002....

INDUSTRY NEWS

A terminally ill man is suing Norwich Union Life Insurance and his financial adviser because Norwich terminated his near $1 million policy after discovering he had cancer...

INDUSTRY NEWS

Former Frank Russell Australia managing director Meredith Brooks has been awarded Actuary of the Year by the Institute of Actuaries of Australia (IAA)....

INDUSTRY NEWS

Most Australian investors believe they will be worse off under the goods and services tax (GST) and even those who think they will be better off do not expect to increase...

INDUSTRY NEWS

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

INDUSTRY NEWS

Australia has become the largest centre for institutional equities investment outside of Japan in the Asia Pacific region, a report has found...

INDUSTRY NEWS

KAZ Computer Services has hooked up with a number of super funds to develop a global super-annuation management software product....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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

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

3 months ago

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

4 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago
moneymanagement logo