FINANCIAL PLANNING

INDUSTRY NEWS

Do you recommend margin lending products?...

INDUSTRY NEWS

The new year presents a number of challenges and opportunities for financial planners wanting to add value for clients. Tim Gunning takes a look at some of the most ex-ci...

INDUSTRY NEWS

Distribution is the top priority in a plan to recover AXA’s Australia market position, group chief executive Les Owen, told the company’s AGM in Melbourne...

INDUSTRY NEWS

January 1, 2001 has been slated as implementation date for CLERP 6 changes....

INDUSTRY NEWS

Perennial Investment Partners has formed a new subsidiary to offer value-style management in equities and has already attracted $50 million the new fund....

INDUSTRY NEWS

Australia has the highest proportion of share ownership in the world with more than half of the nation's adults now investing in the stock market, according to the Austra...

INDUSTRY NEWS

Grenfell Securities is looking to beef up its presence in the self-directed retiree market with the launch of a fixed interest product....

INDUSTRY NEWS

The financial planning industry is ready for today's release of CLERP 6, according to KPMG’s Peter Hutley....

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

Credit Suisse has enjoyed the highest returns among its 33 competitors for the fi-nancial year to date, according to the latest InTech growth funds survey....

INDUSTRY NEWS

After rapid gains last year, employment growth in the financial services industry looks poised to plateau in the next three months, according to the findings of the lates...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 weeks ago

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

8 months ago

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

2 weeks 5 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 3 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 4 days ago