FINANCIAL PLANNING

INDUSTRY NEWS

Property syndicates might have suffered the slings and arrows of rising interest rates, but David Davies argues their potential for capital gain means they are still very...

INDUSTRY NEWS

Newly elected national president of the Securities Institute Michael Willis has lent his voice to the argument calling for real estate agents to be subject to the same re...

INDUSTRY NEWS

Electronic offer documents for investments will offer advisors, investors and fund managers with a number of efficiencies once the Financial Services Reform Bill (CLERP 6...

INDUSTRY NEWS

The Small Independent Superannuation Funds Association (SISFA) is appealing to financial planners to join its ranks in a bid to better represent self-managed superannuati...

INDUSTRY NEWS

Suncorp Metway is to launch into the $58 billion master trust market....

INDUSTRY NEWS

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

INDUSTRY NEWS

Back in the early 1960s an enterprising student at Melbourne University struck a deal with some of his fellow students. Four years later, that student had his own accoun...

INDUSTRY NEWS

All financial advisers need to manage their clients' emotions, expectations and economics - the 3Es. Once the 3Es are managed, the rest will fall into place. An invest...

INDUSTRY NEWS

The Australian Securities and Investment Commission (ASIC) is to investigate the conduct and disclosure behaviour of life agents as phase two of its review of the disabil...

INDUSTRY NEWS

Australia’s biggest financial planning groups are lining up to grab a share of the e-commerce space by launching online share trading services....

INDUSTRY NEWS

Banks cost cutting will be the key drivers of e-commerce into the future, according to InvestorWeb director of online and media services, Mark Maley....

INDUSTRY NEWS

Banks will dominate distribution of financial services in the future due to their massive customer bases and strong brand awareness Westpac financial planning general ma...

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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....

3 days 11 hours ago

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

2 weeks 3 days ago
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