FINANCIAL PLANNING

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 ...

INDUSTRY NEWS

Institute of Actuaries executive director Jock Rankin is not renewing his contract when it expires in January next year....

INDUSTRY NEWS

Associated Planners grew its turnover by 25 per cent to $37.5 million in the finan-cial year to end June 1999....

INDUSTRY NEWS

Planners should tell their clients about all eventualities with their plans, as a means of preparing them for downturns, says Tim Farrelly of Macquarie Bank....

INDUSTRY NEWS

The Lazard group of investment banks and Credit Agricole, France's biggest retail bank, have formed an alliance between their equity capital markets ac-tivities....

INDUSTRY NEWS

US online trading falls in step with industry Online broking is showing its first signs of maturing in the US, with daily trades fal-ling for the first time in the three ...

INDUSTRY NEWS

Money Management would like to thank all the financial planners who took part in the inaugural Money Management Top 100 survey....

INDUSTRY NEWS

Financial planners can develop a very profitable business from selling corporate su-perannuation, but the key is using an outsourcing service like a master trust, says BT...

INDUSTRY NEWS

Federal Treasurer Peter Costello has fired a broadside at the Federal Opposition for delaying important reforms to financial services industry regulation....

INDUSTRY NEWS

Almost a third of the Top 100 dealer groups pay their planners exclusively via a salary, with another 12 dealer groups offering a combination of salaried and con-tract em...

INDUSTRY NEWS

Colin Scully, the founder and managing director of Bridges Personal Investment Services, has resigned from the Financial Planning Asso-ciation’s board. But, he stresses, ...

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

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