FINANCIAL PLANNING

INDUSTRY NEWS

Summit master trust has rolled out its own DIY service for self managed super funds (SMSFs) and their trustees, offering administration and custody services. ...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) is encouraging investors to use a report highlighting unstable offshore financial centres....

INDUSTRY NEWS

Investors remain undeterred by recent sharemarket volatility, seeing it as an opportunity to buy bargain stocks. According to a recent Macquarie Bank survey, 68 per cent ...

INDUSTRY NEWS

Bendigo Bank has made a scrip for scrip bid for Queensland-based First Australian Building So-ciety valuing First Australian at $140 million....

INDUSTRY NEWS

Colonial boss Peter Smedley has been named chairman of BHP's long products business, to be called OneSteel....

INDUSTRY NEWS

E*Trade in the US will team up with accounting and consulting giant, Ernst & Young to provide online financial planning, according to reports in the New York Times....

INDUSTRY NEWS

Mergers and acquisitions, an increase in claims and more generous definitions of Total and Permanent Disability (TPD) have reduced the number of group life products on of...

INDUSTRY NEWS

IOOF is selling its St Kilda headquarters building to release capital for further expansion of its fund management business, says group managing director Robert Turner....

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

RESI Home Loans has bagged the Your Mortgage Magazine Mortgage of the Year award for the second year in succession....

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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....

5 days 9 hours ago

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

2 weeks 5 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 3 days ago
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