FINANCIAL PLANNING

INDUSTRY NEWS

Pacific Rim Investment is to buy West Australian-based dealer group Personal Financial Plan-ners for $1.75 million....

INDUSTRY NEWS

It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....

INDUSTRY NEWS

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

INDUSTRY NEWS

Tower is to distribute its products through the New Zealand post office network...

INDUSTRY NEWS

The man responsible for establishing AMP’s salaried financial planning arm Grant O’Riley has left AMP to take over as managing director of IOOF financial planning arm Win...

INDUSTRY NEWS

Lend Lease Financial Services has announced new names for its financial planning businesses....

INDUSTRY NEWS

Buying managed funds via the Internet will become as common as buying shares via the Internet, according to research by Your Prosperity....

INDUSTRY NEWS

Mercantile Mutual will become one of the top three players in the Australian funds management industry if plans by the ING Group to buy Bridges Financial Services go ahea...

INDUSTRY NEWS

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INDUSTRY NEWS

Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...

INDUSTRY NEWS

Macquarie will add a margin lending facility to its wrap account service in what it describes as the first geared investment features to be added to a wrap account....

INDUSTRY NEWS

New Zealand’s rich are getting richer and poor are getting poorer and the gap between the two is increasing at a rate faster than anywhere else in the world...

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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 1 day 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....

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

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