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Morningstar has finally appointed a head of research for its Australian business after nine months of searching for an appropriate candidate following the sacking of form...
Financial planning
The Association of Financial Advisers (AFA) has reacted to industry criticism of the findings of the Joint Parliamentary Committee on Corporations and Financial Services ...
Life/Risk
Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...
Financial planning
The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...
Financial planning
The consensus of thought on the current crisis of adviser credibility in financial planning seems to be “sit tight and ride out the storm”. But is it enough? Keith Peel r...
Financial planning
Morningstar will offer its proprietary Select Equity research on US stocks in the Australian market, allowing funds managers to test their in-house stock rankings and adv...
Life/Risk
The Association of Financial Advisers (AFA) have hit out at comments by the Australian Consumers’ Association (ACA) financial services senior policy officer Catherine Wol...
Financial planning
Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....
Financial planning
InvestorWeb Research has named Advance Funds Management its top rated six star manager for Australian equities....
Financial planning
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
Financial planning
Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...
Financial planning
Advisers with AM Corporation will receive a part share of the proceeds from the sale of the business to IOOF after former majority owner and found David Smith indicated h...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Financial planning
National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...
Financial planning
The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
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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...