FINANCIAL PLANNING

INDUSTRY NEWS

The US financial planning outfit owned by two keynote speakers at last year’s FPA con-ference, Harold Evensky and Deena Katz, has slated a nationwide expansion to confron...

INDUSTRY NEWS

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

INDUSTRY NEWS

The new economy has brought with it new criteria for investor protection, a senior ASIC commissioner has told members of the FPA Melbourne chapter....

INDUSTRY NEWS

The competition between blue gum investment schemes has hotted-up with disputes over each others’ figures....

INDUSTRY NEWS

Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups....

INDUSTRY NEWS

With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...

INDUSTRY NEWS

A recent report by Rice Kachor predicts that Australia’s financial services industry will swing convincingly to the retail side of the industry by 2010. Stuart Engel look...

INDUSTRY NEWS

Dear Sir, After reading your front page article, entitled “Fund managers strike out” by Jason Spits (Money Management, May 11), we felt compelled to respond in order to p...

INDUSTRY NEWS

Private banks have failed to understand investors, and are sending clients irrelevant information and ignoring their real needs....

INDUSTRY NEWS

Australia’s private banking industry is on the verge of massive change as new competitors and technology invade traditional territory....

INDUSTRY NEWS

AXA is to revamp its distribution arm with the aim of attracting more independent advisers back to using the company’s products....

INDUSTRY NEWS

Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...

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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’...

2 months 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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