FINANCIAL PLANNING

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

Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database. Westpac has sold financial services products to 450,000...

INDUSTRY NEWS

The Mawson Group will this year offer its advisers the chance of an equity stake in the group, according to chairman Peter Johnson....

INDUSTRY NEWS

There’s been plenty reason to pop the champagne corks and there could be plenty more as the Australian economy enters 2000 firing on all cylinders. The unemployment rate...

INDUSTRY NEWS

The Japanese investment market will continue to shine over the next two to three years, according to one of Japan’s biggest fund managers. DLIBJ Asset Management senior r...

INDUSTRY NEWS

Consumer confidence in New Zealand has reached its highest level in three years ac-cording to the latest WestpacTrust McDermott Miller survey. Results for the December 19...

INDUSTRY NEWS

Writs were served on the three proposed Consolidated Financial Services (CFS) directors just before Christmas, claiming unlimited damages over a number of issues...

INDUSTRY NEWS

The Australian Securities and Investment commission (ASIC) has permanently banned Ian William Pavletich, a former representative of Hillross Financial Serv-ices, from act...

INDUSTRY NEWS

Fiducian Portfolio Services has laid down its plans for a listing on the Australian Stock Exchange. Managing director Indy Singh says the group plans to list when its mas...

INDUSTRY NEWS

A range of new schemes have emerged over the past years offering financial advisers a form of ownership in funds management and master trust businesses....

INDUSTRY NEWS

Australian Unity has revamped the management of some of its products using a multi-manager approach. Salomon Smith Barney now manages 50 per cent of Australian Unity’s Pr...

INDUSTRY NEWS

Colonial is moving a number of its senior management team back to Melbourne, reversing the earlier flow to Sydney....

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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 1 day 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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