INSURANCE

Financial planning

Securities dealer Chapel Road has resumed operations following the Australian Securities and Investments Commission’s (ASIC) agreement to a conditional stay of its dealer...

Financial planning

The message repeated throughout the AMP annual general meeting today was that while global economies are showing weaknesses, AMP’s outlook for 2001 was positive....

Financial planning

Aberdeen Asset Management is considering selling its 50 per cent stake in financial planning and superannuation group Chifley Financial Services as it beds down its acqui...

Financial planning

Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....

Financial planning

Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....

Financial planning

Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust....

Financial planning

The Prudential Insurance Company of America will change its name following a move by the group to push further into the financial services marketplace....

Financial planning

Despite its best efforts, the baby boom generation is growing old. The implications are dramatic. The largest group of people in history is moving into the traditional re...

Financial planning

There are a huge number of forestry projects vying for the attention of financial planners at the moment, as the end of the tax year approaches. But, as John Wilkinson fo...

Financial planning

After a several month search, the Australian Retirement Income Streams Association (ARISA) has hired Kevin Casey as the association’s new chief executive....

Financial planning

Macquarie has signed up Spectra Securities Software to provide its financial planners, stock brokers and management team with portfolio management software....

Financial planning

The Australian Consumers’ Association and the Australian Shareholders’ Association are calling for an inquiry into what they call the failure of the Australian Prudential...

Financial planning

Rothschild will extend its program of alliances, following the success of its venture with US-based Putnam Investments....

Financial planning

Gearing for investment can cover a range of products and strategies. Paul van Rooyen examines gearing in home equity and margin lending as part of a wealth creation strat...

Financial planning

The Association of Financial Advisers (AFA) has reacted strongly to the disclosure provisions of the Financial Services Reform Bill, claiming they are inconsistent and no...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 2 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

2 days 11 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 1 day ago