FINANCIAL PLANNING

INDUSTRY NEWS

There maybe a lot of talk of staff cuts at AMP following its take over of GIO, but no salaried advisers are about to lose their jobs at AMP or GIO. In fact, AMP is re-cru...

INDUSTRY NEWS

The Financial Planning Association (FPA) has criticised proposals to include assets held in private trusts and private companies as part of the means test for the age pen...

INDUSTRY NEWS

Contract paraplanners may be painted into a corner under proposals being consid-ered by the Australian Securities and Investments Commission (ASIC). Paraplanning outsourc...

INDUSTRY NEWS

Macquarie Investment Management has set the pace for what advisers can expect when it comes to the impact of GST on their hip pockets....

INDUSTRY NEWS

Perth-based Saw James Capel’s two most senior financial advisers – Kevin Payne and Patrick Horneman - have left to start their own company....

INDUSTRY NEWS

The Financial Planning Association’s (FPA) complaints resolution scheme is to be rolled into the operations of its only competitor....

INDUSTRY NEWS

Independent financial planners remain the number one choice for consumers looking for financial advice, according to the recent Challenger International/ Assirt Invest-me...

INDUSTRY NEWS

High profile industry figure Toby Potter is to leave Ausmaq in late January to be-gin work with research house Morningstar....

INDUSTRY NEWS

The Australian economy is entering 2000 firing on all cylinders. The unemployment rate is at 9½ year lows, building approvals are at 5 year highs, housing finance commitm...

INDUSTRY NEWS

Industry pundits believe that planning groups and fund managers could be set for a tough year in 2000, following 1999 buying revelry. Samantha Walker investigates just wh...

INDUSTRY NEWS

As the New Year dawns, some industry pundits took the time to gaze into their crystal balls. Jason Spits reports on what they saw for the world economy in 2000. No man’s...

INDUSTRY NEWS

Table: The All Ords at the end of 2000 Macquarie Bank’s Greg Matthews 3100 Ord Minnett’s David Cassidy 3200 BT Funds Management’s Michael Coop 3300 JB Were’s Jus...

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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....

1 week 1 day ago

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

3 weeks 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 6 days ago
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