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FINANCIAL PLANNING

INDUSTRY NEWS

Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...

INDUSTRY NEWS

1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...

INDUSTRY NEWS

News that the Federal Government has dropped the advance instalments on its unpopular superannuation surcharge has been widely welcomed....

INDUSTRY NEWS

Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they wait for a buyer to emerge....

INDUSTRY NEWS

John Robert Houghton, a former director of Houghton & Associates, last week received a two year jail sentence after pleading guilty to 26 charges of fraudently missapropr...

INDUSTRY NEWS

Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who is also the fund’s single member....

INDUSTRY NEWS

A new product from Macquarie Bank is the first of its kind to provide investors with a high level of exposure to an Australian share market fund without the risks usually...

INDUSTRY NEWS

Australians are now saving more for their holidays than their retirement, a new study reveals....

INDUSTRY NEWS

Changing employment trends will upset most predictions of superannuation growth, unless full employment is achieved in the next 20 years, says The Evatt Foundation execut...

INDUSTRY NEWS

Direct distribution is only a fledgling channel in Australia, but in other markets it has developed into a mature market. ...

INDUSTRY NEWS

Egg, the telephone and Internet banking arm of Britain’s largest insurer, Prudential, has attracted deposits of more than (UKPound) 3 billion since its launch in mid-Octo...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago