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INDUSTRY NEWS
I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...
INDUSTRY NEWS
Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions....
INDUSTRY NEWS
A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation’s ranks to set up shop on their own....
INDUSTRY NEWS
Investors and their advisers tend to pay scant attention to liquidity, what it costs and whether they need it. Just like more widely recognised factors such as market ris...
INDUSTRY NEWS
This year is shaping up as the year the US goliaths finally make their mark on the Australian retail financial services landscape....
INDUSTRY NEWS
Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...
INDUSTRY NEWS
In previous <I>Money Management </I>columns, readers have been alerted to one of IFSA’s major projects - the development of an industry code of ethics and associated prac...
INDUSTRY NEWS
As advisers head into the new financial year, looking for the silver lining on last year's grey clouds, unusual facts are emerging in various investment sectors....
INDUSTRY NEWS
Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....
INDUSTRY NEWS
With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...