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Financial planning
Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...
Financial planning
The Australian Shareholders’ Association is fighting the Government’s proposed watering down of the ‘100-member rule’ for placing a resolution on the agenda of a company’...
Financial planning
Van Eyk Research managing director Stephen van Eyk has taken the group’s highly-public dispute with UBS Global Asset Management to the Swiss manager’s global headquarters...
Financial planning
A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...
Policy & Regulation
Advisers from Bridges Financial Planning could be more than $100,000 better off on average, after their owner - Tower spin-off Australian Wealth Management- made a relati...
Financial planning
ING Australia, the joint venture between ING group and ANZ, has booked a net profit after tax of $327 million for calendar 2004, up 52 per cent on 2003’s result which was...
Financial planning
Suncorp has posted a 47 per cent jump in net profit for the half year ending December, becoming the latest financial services group to ride favourable investment conditio...
Funds management
Colonial First State has today split its underperforming funds management arm from the remainder of its wealth management business after a wide-ranging review....
Accounting
The financial planning and fund management industries will push for accountants to be expelled from a Financial Services Reform Act exemption, claiming they will oversell...
Financial planning
The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...
Financial planning
The widely anticipated acquisition of St. George-owned Assirt Research by Standard and Poor’s was given a mixed reception by the market last week with opinions on the dea...
Editorial
Strong performance by IOOF’s funds management arm, Perennial Investments, has boosted the financial services group’s half year results....
Financial planning
Perth-based dealer firm Western Pacific Financial Group will become almost exclusively owned by its collective of financial advisers after divesting two group holdings to...
Financial planning
As part of a plan to offer advisers an in-house direct investment capability, independent dealer group Mawson Securities has bought Adelaide based stockbroking and invest...
Financial planning
Macquarie Wrap’s record December performance that saw it attract more than half a billion dollars in inflows will help the bank’s Financial Services Group to a strong res...
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MARKET INSIGHTS
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...