FINANCIAL PLANNING

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....

INDUSTRY NEWS

An interesting turn has taken place in the financial services and recruitment sector, following the alliance between Strategic Resource Network (SRN) and Para planning Pr...

INDUSTRY NEWS

IntegraTec is challenging the FPA's Diploma of Financial Planning (DFP) course, after its latest course gained the go ahead from ASIC and the Vocational Educa-tion and Tr...

INDUSTRY NEWS

If there are no hitches to the marriage between the Commonwealth Bank and Colonial, the amalgamation will create a funds management powerhouse the likes of which Australi...

INDUSTRY NEWS

Research house van Eyk Research has joined dot com march, taking with them Australian equity specialist Tom Cottam....

INDUSTRY NEWS

The much anticipated Australian arrival of US based online investment giant Charles Schwab’s has been confirmed for mid June....

INDUSTRY NEWS

Chifley Financial Services has struck a joint venture deal with Manchester ...

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. ...

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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 weeks 1 day ago

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

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

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

1 week 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 4 days ago
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