FINANCIAL PLANNING

INDUSTRY NEWS

The Australian financial services arms of German financial services giants, Deutsche and Dresdner, will feel the winds of global change later this year, following the mer...

INDUSTRY NEWS

The Financial Planners and Insurance Advisers Association (FPIA) needs to in-crease its membership to a least 1,600, if it is to become a truly effective, independent bod...

INDUSTRY NEWS

The investment industry's fascination with wrap accounts is a case of "back to the future"....

INDUSTRY NEWS

Prudential’s Egg online banking unit plans to start selling 169 mutual funds from 12 different companies over the Internet, the first fund supermarket for UK investors. ...

INDUSTRY NEWS

Zilla Efat's article, King of castle forges alliance (Money Management, March 2) quotes incorrect figures attributed to Advance Asset Management's funds under management....

INDUSTRY NEWS

Financial planners are facing many challenges in the next couple of years due to the increasing use of technology in the industry. Those planners who embrace the technolo...

INDUSTRY NEWS

Fees for transaction-based services will continue to fall as fund managers go direct and the financial planning industry builds on the service concept, says Skip Parish f...

INDUSTRY NEWS

AMP Financial Planning has taken GIO Fund Managers into its embrace to make Australia’s largest financial planning group even bigger....

INDUSTRY NEWS

Small to medium-sized financial planning groups have an uncertain future in the next five years as the bigger organisations come to dominate the industry, says consultant...

INDUSTRY NEWS

Software developed by Australian-based funds management group BBL Funds Manage-ment is making inroads into the Asian markets with deals signed in Singapore and India....

INDUSTRY NEWS

Reconnaissance of the enemy; targeting the prey; a grenade is pitched; interest is captured; probing and interrogation of possible defectors; sortie into enemy trenches; ...

INDUSTRY NEWS

Wrap account fees are set to become more expensive following the introduction of the GST....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

4 weeks ago