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Financial planning
Print Super has bolstered its position in the corporate superannuation outsourcing stakes with the launch late last week of a new public offer vehicle - mychoice....
Financial planning
All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...
Financial planning
The upcoming implementation of choice of fund legislation is set to push corporate superannuation industry further into consolidation mode and will trigger an explosion i...
Financial planning
Lonsdale Financial Group has developed its own practice management programme that offers business planning, management and lifestyle advice to its associates....
Financial planning
FuturePlus Financial Services has struck a deal with software provider Milestone to implement its integrated fund processing and analytic software platform....
Superannuation
The SMSF Professional’s Association of Australia has launched a new accreditation program for advisers, pre-empting Australian Taxation Office plans to double the number ...
Financial planning
Fledging financial services software company Bravura Solutions added Syscorp to its takeover menu today as well as finalising the acquisition of another major software pr...
Funds management
Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...
Financial planning
Bridgeport Advisers and Asset Managers’ senior staff have failed in their management buy-out bid for the Sydney-based advice firm after the company was sold yesterday to ...
Financial planning
Tower-owned advice firm Bridges Financial Services has lost its chief executive Chris Wren following an executive make-over of the Trans-Tasman firm’s wealth management a...
Financial planning
ING Australia has finalised the restructure of its distribution operations with the appointment today of Sealcorp director of distribution and sales Dan Powell into the n...
Financial planning
MMC Asset Management has provided an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) following an investigation into unsolicited of...
Financial planning
Colonial First State will reduce the fees on the First Choice investment platform and introduce 12 further investment options including a boutique multi-manager option fr...
Financial planning
The ongoing dispute between Morningstar and its former managing director, Graham Rich, has taken another twist, with Rich accusing the research group of making false and ...
Financial planning
Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....
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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...