FINANCIAL PLANNING

INDUSTRY NEWS

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

INDUSTRY NEWS

QBE Insurance has made a second tilt at British insurance group Limit, with a $900 million cash offer....

INDUSTRY NEWS

Colonial has finally offloaded its United Kingdom life insurance and pensions business to Swiss insurance group Winterthur for $891 million....

INDUSTRY NEWS

Net inflows into the New Zealand retail funds industry during the March quarter were up almost $NZ60 million on the last quarter, according to the latest IPAC market shar...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has banned Sydney-based finan-cial adviser Howard Owen for two years....

INDUSTRY NEWS

Ord Minnett has brushed aside the wreckage of last month's tech stock shakeup to emerge with Australia's first big technology venture capital fund for retail investors....

INDUSTRY NEWS

BNP Investment Management (Australia) (BNP) has signed an agreement with MFS Institutional Advisers (Australia) (MFS) for exclusive use of MFS investment products and ser...

INDUSTRY NEWS

Wholesale fund manager UBS Asset Management (UBSAM) has lowered the entry figure for access to its funds while also introducing a dial-up trailing commission...

INDUSTRY NEWS

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

INDUSTRY NEWS

AustChoice has pulled out of its deal to acquire Consolidated Financial Services (CFS), managing director Roger Gumley has told Money Management....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) is firing up its ef-forts to discourage investors from investing in dodgy tax driven investments....

INDUSTRY NEWS

Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....

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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’...

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

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

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