FINANCIAL PLANNING

INDUSTRY NEWS

Sealcorp has spun off research house Assirt in a complex deal with Bourse Data....

INDUSTRY NEWS

Fijian coup leader George Speight has been linked with the Wattle Group pyramid in-vestment scheme which lost more than $165 million of investor’s funds....

INDUSTRY NEWS

Marisa Broome has put her stake in Millennium Financial Planning group up for sale to go out on her own....

INDUSTRY NEWS

Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....

INDUSTRY NEWS

A proposal for a separate non-practitioner Certified Financial Planner (CFP) mark has been de-feated by strong opposition from elements within the US financial planning i...

INDUSTRY NEWS

E*Trade in the US will team up with accounting and consulting giant, Ernst & Young to provide online financial planning, according to reports in the New York Times. Both ...

INDUSTRY NEWS

The Property Council wants to work more closely with the Financial Planning Association (FPA) as part of a move to create more interest in property investing....

INDUSTRY NEWS

The Financial Planning Association (FPA) has slammed last minute changes to the GST and Ralph inspired new tax system which will slug planners with thousands of dollars o...

INDUSTRY NEWS

Macquarie’s wrap service has signed up with Colonial to use the group’s Investment Accelerator margin lending service....

INDUSTRY NEWS

Westpac Investment Management has teamed up with Monash University to pro-duce Australia’s first share index to include only environmentally responsible companies....

INDUSTRY NEWS

Hartley Poynton’s recently formed JDV offshoot has taken a minority stake in tax software group NetWorth to bolster its online financial services offerings....

INDUSTRY NEWS

Listed property trusts proved their mettle as good defensive investments in May, raking up the top return among all asset classes....

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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’...

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

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