FINANCIAL PLANNING

INDUSTRY NEWS

Perpetual Private Clients’ group executive Wayne Wilson likes a bit of a wager every now and then. And we’re not talking the odd tenner, either. This is why Wil-son has i...

INDUSTRY NEWS

It won’t be long before a host of Australian Internet sites will being doing many of the tasks that keep financial planners busy. But, according to Hillross Financial Ser...

INDUSTRY NEWS

A number of high profile financial planning personalities have been cemented in the Financial Planning Association (FPA) almanacs for their efforts in building the 11,000...

INDUSTRY NEWS

Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....

INDUSTRY NEWS

AiC Worldwide is proud to be working with Money Management to bring you the Financial Planning Solutions Summits in 2000....

INDUSTRY NEWS

A swag of fund managers have unleashed technology based funds in recent weeks in the wake of Colonial’s hugely successful offering....

INDUSTRY NEWS

A Melbourne e-commerce company has launched what is believed to be the UK’s first wrap account and signed up 15 dealer groups to use the new service....

INDUSTRY NEWS

Research house InvestorSource has slapped a hold recommendation on Mercantile Mutual's Small Cap Australian Share Funds following the recent departure of Greg Dearden....

INDUSTRY NEWS

The Royal & SunAlliance group will not rule out further acquisitions, following the purchase of the remaining 40 per cent of master trust group Connelly Temple....

INDUSTRY NEWS

Financial planners will not be able to survive in the high tech, low fee future on their own, according to Matt Lawler, general manager sales at MLC adviser serv-ices....

INDUSTRY NEWS

The updated policy on master trusts and wraps will also have a positive impact on smaller operators, according to one of them....

INDUSTRY NEWS

The Victorian government is to embark on an aggressive campaign to launch the state as major centre for financial services....

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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’...

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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...

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

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

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

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