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Financial planning
Professional Investment Services is again expanding its operations, this time entering the wholesale market with a business that will provide services to smaller dealer g...
Financial planning
RetireInvest chief executive George Haramis has resigned from his post citing family commitments. He will officially depart the head role at the ING owned dealer group in...
Funds management
Macquarie Bank has signed an American fund manager that invests in global property securities to the fifth instalment of its Professional Series....
Financial planning
Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...
Policy & Regulation
ASFA has reinforced its support for the scrapping of the 15 per cent superannuation contributions tax, raised by Finance Minister Nick Minchin last week, with statistics ...
Policy & Regulation
Hopes that the superannuation contributions tax will be scrapped in the next budget have been dampened, with Federal Treasurer Peter Costello today stating a removal of t...
People & Products
The Financial Planning Association of Australia (FPA) has appointed two independent board directors to replace former chairman Kathryn Greiner and David Elsum, who resign...
Financial planning
Asgard Wealth Solutions has decided to make two of its high interest yielding products available to investors using the Asgard platform in an effort to attract a greater ...
Policy & Regulation
Federal Finance Minister Nick Minchin has declared his support for calls to do away with the 15 per cent superannuation contributions tax....
Financial planning
Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....
Financial planning
The new merged entity between Australian Wealth Management and Select Managed Funds, collectively with its “affiliates”, will have close to 10 per cent of all the financi...
Financial planning
Alongside a ‘shadow shopper’ survey in February, the Financial Planning Association (FPA) will continue to work on lifting the industry profile and working with the regul...
Financial planning
Upgrades to Asgard Wealth Solutions’ planning and practice management software will be rolled out to advisers in the last quarter of 2006, the company has announced....
Financial planning
Hub service provider InvestmentLink has acquired a 50 per cent stake of Dealer Management System that will allow it to develop systems to enable financial advisers to hav...
Financial planning
The Government should extend access to super co-contributions for low to middle income earners in order to encourage Australians under the age of 40 to save for their ret...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...