FINANCIAL PLANNING

INDUSTRY NEWS

Former Godfrey Pembroke chief executive John Godfrey is in high level discus-sions with media identity David Koch on the possibility of forming an alliance....

INDUSTRY NEWS

AMP has topped inflow figures for the second quarter in a row, according to Assirt market share figures....

INDUSTRY NEWS

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

INDUSTRY NEWS

Count Wealth Accountants’ decision to delay its listing until November is not a backward step, according to its current owners....

INDUSTRY NEWS

While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...

INDUSTRY NEWS

Morningstar Australia will soon be on the web. The front end of its “moms and pops” site will go live in March while its on-line offering to advisers will be avail-able l...

INDUSTRY NEWS

Financial planners should closely monitor moves by Australia’s media into the fi-nancial services business. Not because there is necessarily anything sinister in their mo...

INDUSTRY NEWS

Having tied up two acquisitions alone last week, Investorweb is on a buying and hiring spree. Its interim results are above budget and its share price has soared since li...

INDUSTRY NEWS

Well, now the silly season has passed us by, we can all get back to some serious work. I must confess to having caught the millennium bug, at least something must have ca...

INDUSTRY NEWS

Signs that the marriage of BT and Principal in the middle of last year will produce further cross-pollination continue as another Principal executive joins BT Funds Manag...

INDUSTRY NEWS

Advisers seeking to place funds with good quality agricultural investments at tax time may find they have left their run too late....

INDUSTRY NEWS

Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy....

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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 ...

5 months 3 weeks ago

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

7 months 4 weeks ago

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

2 weeks 4 days ago

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

3 weeks 2 days ago

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

3 weeks 3 days ago