CHAIRMAN

Superannuation

The Federal Government has moved to amend legislation which could have frozen some investment earnings on income streams for retirees. The move by the Government follows ...

Financial planning

National Asset Management executive director of property Graham Brewer has a habit of getting in the headlines....

Financial planning

The future of the financial planning co-operative Consolidated Finan-cial Services (CFS) is "on a knife-edge", chairman David Craig has told Money Management....

Financial planning

Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....

Financial planning

1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...

Financial planning

The prospects of finding a job in the financial services and insurance sector are looking increasingly rosy, according to the latest Morgan & Banks job sur-vey. Morgan & ...

Policy & Regulation

The tax office may soon end the freeze on tax liabilities on 7000 as-sessments for tax-effective schemes, according to tax commissioner Michael Carmody. Unless scheme pro...

Financial planning

The prospects of finding a job in the financial services and insurance sector are looking better than they have in at least 14 years, according to the latest quarterly Mo...

Financial planning

The Certified Financial Planner (CFP) designation will become as well recognised as the Certified Practising Accountant (CPA) within ten years, according to a visiting CF...

Financial planning

Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy over the problem....

Financial planning

I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...

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

Paladin will be launching a number of property securities and syndication prod-ucts under its new partnership with Norwich Union....

Financial planning

Reforms to the treatment of retirement income products have not gone far enough, according to the Association which fought hard for the latest changes....

Financial planning

AM Corporation has made its first foray into international markets with the launch of a fund dealing in international traded policies....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 3 hours ago