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FINANCIAL PLANNING
INDUSTRY NEWS
Mercantile Mutual has closed the capital raising a new private capital fund with total subscribed capital of $80.4 million....
INDUSTRY NEWS
Challenger International has purchased Citibank's margin lending business for an undisclosed sum....
INDUSTRY NEWS
The financial planning and investment industry must face up to the issue of adviser reg-istration sooner or later, according to Vance Arkinstall, head of the Investment S...
INDUSTRY NEWS
Australian Investors Forum Limited (AIF) has agreed to cease all investment advi-sory activities following action taken by Australian Securities and Investments Commissio...
INDUSTRY NEWS
With the marriage of BT and Principal now guaranteeing the continuing presence of the name in the marketplace, BT are hoping to leverage off their parents' exper-tise in ...
INDUSTRY NEWS
Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....
INDUSTRY NEWS
“Whatever you may say about AMP, they certainly know how to put on a show.” This was an overheard comment of a delegate at last week’s AMP National Sales Conference in Sy...
INDUSTRY NEWS
This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...
INDUSTRY NEWS
It has been a heady decade for the ASX. It ended the 90s with a domestic market capitalisation of about $652 billion – 3.7 times the $177.8 billion it closed the 80s at....
INDUSTRY NEWS
AMP Financial Planning’s announcement last week that it is to review the way it re-wards its top business writers is in many ways a watershed for the financial planning i...
INDUSTRY NEWS
Peter Dawson has once again joined the retail financial services fray, taking on fi-nancial planning responsibilities at Chifley Financial Services....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...