FINANCIAL PLANNING

INDUSTRY NEWS

NRMA Financial Services’ planners will be one of the key distributors of superan-nuation services aimed specifically at small to medium business groups (SMEs)....

INDUSTRY NEWS

Australian shares have bounced back to become by far and away the best invest-ment sector in November....

INDUSTRY NEWS

The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...

INDUSTRY NEWS

Lifeplan Australia Friendly Society has reported a drop in post-tax profits to $1.4 million for the 1999 financial year....

INDUSTRY NEWS

The window of opportunity for financial advisers who wish to join the Financial Planners and Investment Advisers Association (FPIA) and retain their current status is abo...

INDUSTRY NEWS

Life insurance companies are going to have to work a lot harder in future if they want to win business from financial advisers....

INDUSTRY NEWS

The investment industry appears unfazed by the election of a centre/left Government in New Zealand and has adopted a ‘business more or less as usual’ approach to the resu...

INDUSTRY NEWS

The Institute of Chartered Accountants (ICAA) has given the nod to the Securities Institute of Australia (SIA) as the preferred supplier of post-qualification financial p...

INDUSTRY NEWS

Salomon Smith Barney Asset Management has launched two tactical asset allocation products aimed at the retail market....

INDUSTRY NEWS

Ray Greenshields has resigned unexpectedly from the top job at AMP Financial Services following a major shakeup of the financial services arm....

INDUSTRY NEWS

National Mutual has indicated it will continue to expand rapidly in Asia, following its acquisition of a controlling interest in the Japan-based life company Nippon Danta...

INDUSTRY NEWS

There’s a big supply and demand problem in financial planning, according to one industry figure....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

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

8 months 1 week ago

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

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 6 days ago