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FINANCIAL PLANNING
INDUSTRY NEWS
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
INDUSTRY NEWS
The Financial Planning Association has sought a “grace period” within the LIF transitionary arrangements to cover delays in policy activation....
INDUSTRY NEWS
ANZ will transition advisers away from its Oasis wrap to a new platform developed in partnership with Macquarie Investment Management....
INDUSTRY NEWS
Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB Mann Judd....
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....
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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...