FINANCIAL PLANNING

INDUSTRY NEWS

To achieve value for their businesses, planners should focus on generating fee-for-service income rather than trails, Perpetual Service Network general manager Anthony Hu...

INDUSTRY NEWS

Administration fees for master trusts are expected to stay at about 0.75 per cent, says Norwich Union Navigator head of business development Stephen Trist....

INDUSTRY NEWS

Challenger's meteoric rise in the financial services industry shows no sign of abating with the $45.6 million purchase of Deutsche Life....

INDUSTRY NEWS

The Australian financial services arms of German financial services giants, Deutsche and Dresdner, will feel the winds of global change later this year, following the mer...

INDUSTRY NEWS

The Financial Planners and Insurance Advisers Association (FPIA) needs to in-crease its membership to a least 1,600, if it is to become a truly effective, independent bod...

INDUSTRY NEWS

The investment industry's fascination with wrap accounts is a case of "back to the future"....

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

Zilla Efat's article, King of castle forges alliance (Money Management, March 2) quotes incorrect figures attributed to Advance Asset Management's funds under management....

INDUSTRY NEWS

Financial planners are facing many challenges in the next couple of years due to the increasing use of technology in the industry. Those planners who embrace the technolo...

INDUSTRY NEWS

Fees for transaction-based services will continue to fall as fund managers go direct and the financial planning industry builds on the service concept, says Skip Parish f...

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...

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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 months ago

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

2 months 4 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 20 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
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