FINANCIAL PLANNING

INDUSTRY NEWS

A new alliance of eight financial planning firms has launched itself onto the New Zealand market creating one of the largest advisory groupings in the country....

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

It’s official –Australian financial planners are heavy users of technology. A survey conducted by Salomon Smith Barney Asset Management (SSB) reveals that 97 per cent o...

INDUSTRY NEWS

Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...

INDUSTRY NEWS

Listed insurance brokerage OAMPS has entered the financial planning business through the acquisition of Melbourne-based PSB Financial Services....

INDUSTRY NEWS

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

INDUSTRY NEWS

The continuing investigation into the failure of the Wattle Group has claimed an-other financial adviser....

INDUSTRY NEWS

The Tower Group has gone through an extensive restructure in a bid to make better use of its distribution capabilities and reduce costs across the group....

INDUSTRY NEWS

Most commentators analysing the current lowly status of the Australian dollar have got it wrong, according to research by State Street....

INDUSTRY NEWS

Tower Trust has sent a letter to advisers confirming that up-front and trailing commis-sions will be increased by up to 10 per cent after the introduction of the GST....

INDUSTRY NEWS

Listed insurance brokerage OAMPS has entered the financial planning business through the acquisition of Melbourne-based PSB Financial Services....

INDUSTRY NEWS

It’s official –Australian financial planners are heavy users of technology....

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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....

6 days 3 hours ago

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

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