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FINANCIAL PLANNING
INDUSTRY NEWS
Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis....
INDUSTRY NEWS
Sixty-nine clients of the Commonwealth Bank of Australia’s financial planning arms have accepted 69 per cent of the $2.9 million offered for poor advice....
INDUSTRY NEWS
netwealth has been named the number one platform for functionality in a platform market increasingly seeking to compete to meet advisers’ needs....
INDUSTRY NEWS
Paul Barrett’s Italian-backed AZ NGA has further grown its presence with the acquisition of Melbourne-based former RI firm, Empowered Financial Planners....
INDUSTRY NEWS
Members need to think twice about establishing SMSFs if all they are going to do is sit in cash, managed funds, and a few shares, Perpetual Private warns....
INDUSTRY NEWS
After being burnt by the GFC investors are getting back into gearing strategies as the low interest rate environment and market volatility have been presenting opportunit...
INDUSTRY NEWS
Baby boomer accountancy practice owners are facing tough market conditions as many generation X and Y accountants eschew business ownership....
INDUSTRY NEWS
Financial planning practice bosses are struggling to find qualified staff, as rival firms engage in a “war for talent”, recruitment consultants Robert Half report....
INDUSTRY NEWS
Australian financial planners with overseas experience are highly coveted by dealer groups, recruitment firm, Robert Walters reports....
INDUSTRY NEWS
While the Government’s proposal to protect client money is a step in the right direction it does not outline how it will be monitored, Saxo Capital Markets believes....
INDUSTRY NEWS
Negative local and international economic environment has eroded business confidence, declining by 3.4 per cent in January, Roy Morgan research reveals....
INDUSTRY NEWS
DIY investors risk substantial losses if they believe professional advice is not critical when investing in the online environment....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...