FINANCIAL PLANNING

INDUSTRY NEWS

The Commonwealth Bank has pipped BT to become the largest retail fund man-ager in Australia, according to Morningstar....

INDUSTRY NEWS

IFMA has moved to reassure its advisers that it’s full steam ahead in coming months, following the recent poaching of eight of its staff by rival start-up group Lynx Fina...

INDUSTRY NEWS

The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...

INDUSTRY NEWS

Challenger has struck up a new distribution deal, this time with Citibank....

INDUSTRY NEWS

The mission by the financial services giants to dominate the financial planning industry is now complete....

INDUSTRY NEWS

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

INDUSTRY NEWS

The creation and maintenance of a web strategy should not be regarded as separate strategy in a financial planning business but rather one which sits alongside mar-keting...

INDUSTRY NEWS

IRD casts eyes over life companies The Inland Revenue Department (IRD) is auditing several life companies as its review of the life insurance taxation regime steps up a g...

INDUSTRY NEWS

Since its inception, the Financial Planning Association (FPA) has set about establishing financial planning as a distinct profession. Such distinction recognises that the...

INDUSTRY NEWS

About the Top 100 research Money Management commissioned KPI Research to create a list of the 100 biggest financial planning dealer groups in Australia, ranked by the num...

INDUSTRY NEWS

The past two years have been a rollercoaster ride for investors in south east Asian equity trusts....

INDUSTRY NEWS

With all the controversy over soft dollar commissions that has been floating around the industry in recent times, many financial planners can be forgiven for being a tad ...

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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

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 1 day 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...

3 weeks ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago