FINANCIAL PLANNING

INDUSTRY NEWS

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

INDUSTRY NEWS

With Commonwealth descending on Colonial from a great height, one big concern has been the axing of State Bank branches....

INDUSTRY NEWS

Investec Australia is set to ramp up its private banking and advisory services with the addition of Ord Minnett Investment Planning chief executive officer and di-rector ...

INDUSTRY NEWS

Online direct financial services group Your Prosperity has added superannuation to its share broking, managed funds broking and investment portfolio services....

INDUSTRY NEWS

Private banks are no longer prepared to run a closed shop when it comes to prod-ucts and quite freely use products from institutions other than those of their em-ployers....

INDUSTRY NEWS

Last month, a former Perth financial adviser was sentenced to the second longest jail term of any financial adviser in Australia when he was sentenced to 10 years behind ...

INDUSTRY NEWS

Do financial services conferences offer any real value? The value is highly debatable but they are a necessary evil. What attendees take away from a conference depends o...

INDUSTRY NEWS

The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....

INDUSTRY NEWS

It was going to be a bit of a coup for the Melbourne chapter of the FPA. ASIC’s most senior stick waver, Alan Cameron was coming down to Melbourne to chat to the assemble...

INDUSTRY NEWS

Three developments over the past few weeks point to a major surge in the purchase of managed funds without advice and a major headache for advisers without their fingers ...

INDUSTRY NEWS

Advisers should not sail too close to the wind when it comes to tax planning. At least that is the opinion of Kenneths Group director John Day who says it is im-portant ...

INDUSTRY NEWS

Inch.com.au has launched a website offering financial planners and their clients on-line financial planning advice, legal and accounting services....

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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

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....

4 days 7 hours ago

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

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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