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Financial planning executive Ross Johnston has left dealer group Bridges to embark on a new venture as an independent consultant....
An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...
Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...
THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....
XPLAN Technology has launched a full suite of financial planning tools based entirely on the Internet, making it the second group to do so after IWL placed part of its ma...
SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...
Australia is playing a leading role among 16 other countries associated with the International Organization for Standards (ISO) in developing an international standard fr...
THE employment and spouse tests applied to superannuation are still excluding a large group of people, according to Praxis Partners’ Keiran Dell....
INDUSTRY reporting standards fall short in providing fair comparisons in the area of superannuation funds, according to Chant West Financial Services director, Warren Cha...
One of the most watched issues in financial services has been member investment and funds choice when it comes to superannuation funds....
Yes, 2001 was a rough year for investors but handled right, NICK BRUINING reckons most planners should do well when clients come in for their reviews, just don’t mention ...
As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...
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Podcast
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...