FINANCIAL PLANNING

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. ...

INDUSTRY NEWS

It’s about time advisers took the corporate superannuation market seriously, according to BT....

INDUSTRY NEWS

The high net-worth client market is growing globally at 10 per cent per annum and is now worth $US23 trillion, says Macquarie Bank head of private investment banking Tony...

INDUSTRY NEWS

Two years ago, Advisor Investment Services was going through one of the most turbulent periods in its 18 year history. Today, the group has steadied and is back in the bl...

INDUSTRY NEWS

"No, but we have a dealership agreement with planners which sets out business between us as the dealer group and our proper authority holders....

INDUSTRY NEWS

Financial services groups that invest in quality data mining services and open systems may be the only survivors of the technology boom, according to Acxiom chairman Andr...

INDUSTRY NEWS

Research house ASSIRT is to add a stock market research arm to its operations, after the purchase of an interest in LM Equities Research from Leodaritsis Morgan Holdings ...

INDUSTRY NEWS

Awareness of the Internet is now widespread throughout the financial services industry as is the volume of information which comes with the new medium....

INDUSTRY NEWS

Australia could get its second regional stock exchange with the announcement that the Bendigo Stock Exchange (BSX) may be granted a stock exchange licence....

INDUSTRY NEWS

While Colonial and MLC may have taken the top two positions in the Money Man-agement Fund Manager of the Year due to their strong showing over a number of categories, bot...

INDUSTRY NEWS

Wrap account fees are set to become more expensive following the introduction of the GST....

INDUSTRY NEWS

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

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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 2 days 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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