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FINANCIAL PLANNING
INDUSTRY NEWS
The Securities Institute is to offer a Master of Applied Finance and Investment course from July onwards for what it terms Australia’s “finance elite”....
INDUSTRY NEWS
Austrust is to change its name to TOWER Trust as part of a move to bring it in line with its parent Tower Financial Services....
INDUSTRY NEWS
Australian members of AOL now have access to the Quicken.com.au investment service, thanks to a recent alliance formed between AOL in Australia and Intuit, a leading inte...
INDUSTRY NEWS
Self-managed funds have continued to be Australia's fastest growing sector in superannuation, according to the Australian Prudential Regulation Authority (APRA). ...
INDUSTRY NEWS
America's two top financial planning associations have announced plans to merge....
INDUSTRY NEWS
ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....
INDUSTRY NEWS
Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy over the problem....
INDUSTRY NEWS
The Financial Planning Association (FPA) has reacted strongly to news that two accounting bodies intend to set up independent financial planning designations....
INDUSTRY NEWS
Norwich Union has confirmed its future distribution strategy will be adviser-driven with no plans to introduce direct selling, says managing director James MacKenzie....
INDUSTRY NEWS
Arab Bank Australia will look at providing financial services products when the customers demand them, says managing director Jack Beighton....
INDUSTRY NEWS
Do you offer a housing loan service to your clients? Why/Why not?...
INDUSTRY NEWS
The overwhelming majority of financial advisers know very little about wrap accounts....
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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?...