Kate Kachor
News by this author
07 Dec
Charles Schwab has had its eye on Australia’s financial market place for the past two years, it was revealed yesterday....
06 Dec
Male and female financial planners are perceived as two distinct groups by the Australian public, according to a National Australia bank (NAB) survey....
04 Dec
Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...
01 Dec
Arthur Andersen has unveiled a new financial planning arm offering fee-for-service charging for clients....
24 Nov
The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....
23 Nov
Ian Heraud will replace Ray Griffin as principal member representative on the Financial Planning Association (FPA) board, when Griffin steps down as chairman next month....
23 Nov
Australia’s first account aggregation or screen scraping service has hit a snag....
20 Nov
AXA has signed a deal with US-based accountants Grant Thornton to offer financial planning services to its business clients....
09 Nov
The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....
09 Nov
The US economy is facing the prospect of a hard landing in the near future, according to State Street Global Advisors’ UK chief investment officer Alan Brown....
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ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
5 days 14 hours ago
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
1 week 3 days ago
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
2 weeks 1 day ago
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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...