FINANCIAL ADVISERS

Financial planning

Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....

Financial planning

It is interesting to see how, despite the temporary dictates of current fashion, certain values always come into their own. Right now “trust” is an old fashioned value of...

Financial planning

Real estate agents will be regulated under the same regime as financial advisers when offering financial advice to clients....

Financial planning

The Association of Financial Advisers (AFA) is claiming a “partial victory” on the issue of commission disclosure as outlined in the Financial Services Reform Bill (CLERP...

Financial planning

Challenger International has purchased Citibank's margin lending business for an undisclosed sum....

Financial planning

January 1, 2001 has been slated as implementation date for CLERP 6 changes....

Financial planning

The financial planning industry is ready for today's release of CLERP 6, according to KPMG’s Peter Hutley....

Financial planning

Challenger International has purchased Citibank's margin lending business for an undisclosed sum....

Financial planning

The AMP Financial Planning offshore conference in 2002 has been slated for Bue-nos Aires, Argentina....

Financial planning

Associated Planner’s workplace flow systems are to be distributed to third party fi-nancial planning groups by the end of this month....

Financial planning

Two thousand years ago when the money lenders in Israel had finished celebrating the start of a new Millennium and were considering their business plans, few of them woul...

Financial planning

A range of new schemes have emerged over the past years offering financial advisers a form of ownership in funds management and master trust businesses....

Financial planning

Professional Investment Services (PIS) is quickly establishing itself as the dealer group to watch in the coming year with two corporate plays in the past fortnight pushi...

Financial planning

Another US manager is to hit our shores, following the recent announcement by Rothschild Australia Asset Management (RAAM) that it is to hand over more than $800 million ...

Financial planning

Rothschild Australia Asset Management (RAAM) will hand over more than $800 million of its international equity investments to US manager Putnam Investments early next yea...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago