FINANCIAL PLANNING

INDUSTRY NEWS

Norwich Union has embarked on an aggressive push into the New South Wales market by basing its new national sales manager, Shaun Williams in Sydney....

INDUSTRY NEWS

Challenger International is looking to join Colonial First State in the hot managed investments market of biotechnology with the intention to raise up to $40 million thro...

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

Trustee group Permanent has been signed with ISPT, the trustee of the Industry Superannuation Property Trust No.1, to provide back office functions for the super group....

INDUSTRY NEWS

Merrill Lynch has launched a broad index of Australian debt securities that is one of the final building blocks in its soon-to-be-launched global index....

INDUSTRY NEWS

High profile financial planning identity Max Weston has given up his post as head of KPMG Financial services for semi-retirement....

INDUSTRY NEWS

Perpetual Investments will not take on any more institutional clients for at least 12 months but rather concentrate on servicing those already with the group, according t...

INDUSTRY NEWS

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

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....

INDUSTRY NEWS

The National Australia Bank will separate its insurance and investment operations from banking in a restructure, following the acquisition of MLC from Lend Lease....

INDUSTRY NEWS

Tower has linked up with one of New Zealand's most popular retail outlets to sell a range of managed funds....

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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

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 2 hours 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
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