FINANCIAL PLANNING

INDUSTRY NEWS

It seems the world’s richest are about to get a whole lot richer, which can only be good news for financial planners focussing on high net worth individuals....

INDUSTRY NEWS

Mercantile Mutual’s new funds management boss has urged federal government to consider tying health and aged care funding to superannuation....

INDUSTRY NEWS

The race for the hearts and minds of financial planners looking to upgrade skills and qualifications has turned up a notch with the entrance of a partnership between Zuri...

INDUSTRY NEWS

Investor Group has purchased the Cressey Lynch accounting and financial planning businesses....

INDUSTRY NEWS

National Australia Bank has taken top spot in market share figures published by re-search house Assirt for the three months to the end of March....

INDUSTRY NEWS

The steady rise of online financial services may not kill the wrap account or master trust service, but it is sure to make huge waves over the coming months. Stuart En-ge...

INDUSTRY NEWS

Norwich Union’s Navigator is to become a global product, with plans to launch the electronic administration service in Asia and expand the European operations....

INDUSTRY NEWS

Former Bleakleys chief executive officer Tony Ash has moved back into mainstream financial services, joining Zurich Financial Services as Queensland state manager....

INDUSTRY NEWS

Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....

INDUSTRY NEWS

Merrill Lynch and HSBC have set up a joint venture to create a global online banking and in-vestment services company....

INDUSTRY NEWS

Australian Unity is launching a major TV campaign as part of a push to lift its brand awareness, says General Manager, Financial Services, Craig Dunstan....

INDUSTRY NEWS

Deloitte Touche Tohmatsu has beefed up its financial services presence in Australia and Asia, announcing a merger with Trowbridge Consulting....

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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 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
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