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Funds management
Australian fund managers are confident this financial year will prove more fruitful than 2002/03 despite the failure of estimates made this time last year to materialise....
Financial planning
NSW-based financial planners will avoid the added burden of payroll tax due to an ‘imminent’ ruling by the NSW Office of State Revenue (OSR) that will recognise planners ...
Financial planning
Count Financial Ltd posted a record 25 per cent increase in after tax net profits today and is set to launch a number of new products and service offerings in the coming ...
People & Products
Financial Planning Association (FPA) chief executive Ken Breakspear will step down from the role on October 10, indicating he would not renew his contract and drawing to ...
Financial planning
AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...
Financial planning
The Financial Planning Association (FPA) and publisher CCH have jointly launched an electronic compliance manual for financial planners....
Financial planning
Choice of superannuation fund legislation is taking forever to pass through Federal Parliament. Lisa Bowman asks why....
Financial planning
Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
Financial planning
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
People & Products
The general manager of RetireInvest, David Phelan, will leave the group at the end of this week, bringing to a close nearly seven years with the group....
Funds management
The Australian Securities and Investments Commission has moved in on property investment seminar promoters, obtaining undertakings from Henry Kaye, Alan Meagher, National...
Financial planning
Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....
Financial planning
Want to make more money in financial planning? Take the self-employed route. Lisa Bowman reports....
Financial planning
The Boutique Financial Planning Principals Group’s (BFPPG) Bruce Baker says it is too soon to know the effects of the Australian Consumers’ Association (ACA)/Australian S...
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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...