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Funds management
Friendly societies and funeral directors have joined forces to try and overturn the Treasury ruling taxing funeral and education bonds....
Financial planning
The Financial Planning Association (FPA) has rolled out its first major advertising and public relations campaign, said to be worth up to $1 million, this week....
Financial planning
Six candidates are battling it out for two positions on the board of the Financial Planning Association....
Financial planning
On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...
Financial planning
An industry body representing smaller superannuation funds is set to launch within the next few weeks....
Financial planning
US-based mutual fund giant Massachusetts Financial Services (MFS) has put bou-tique funds management group United Funds Management on the market....
Financial planning
Consumers are still being left out of the financial services loop, according to the Australian Securities & Investments Commission (ASIC)....
Financial planning
Director of syndicated property group Waltus Investments, Shayne Hodge, has hit back angrily at recent criticism of its performance....
Financial planning
US financial planners are locked in battle with the Certified Financial Planning (CFP) board of standards over changes to the CFP designation....
Editorial
Perpetual Trustees has announced their profit figures for the year to June 30 with a net profit of $30.7 million, up over 22 per cent. The biggest area for growth was Per...
Financial planning
Village Life has tapped into what it claims is a new direct property sector. The group is building retirement villages around the country, and offering units to investors...
Financial planning
Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....
Financial planning
The float of Consolidated Financial Services (CFS) is scheduled for late September or early October now that an agreement has been reached between all the shareholders of...
Financial planning
I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...
Financial planning
Paladin will be launching a number of property securities and syndication products under its new partnership with Norwich Union....
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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...