AMP

Financial planning

AMP has announced plans to acquire Cavendish Group and set up a new self-managed super fund (SMSF) business unit....

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Editorial

With corporate blow-ups becoming commonplace and ‘short-termism’ dominating investment markets, ESG issues are more relevant than ever. ...

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Accounting

By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...

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Financial planning

After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....

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Financial planning

Retail funds grew 4.6 per cent in the March quarter to $510 billion but were still down slightly over a 12-month period, according to Plan For Life data....

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Financial planning

ASIC has confirmed it has increased its efforts to better understand the inner workings of the financial planning industry by recruiting from within the sector....

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Financial planning

The extent of the current dealer group turf war has been revealed by new Wealth Insights research revealing around 44 per cent of the financial planners surveyed had been...

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Financial planning

The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....

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Funds management

Australian Property Growth Fund and Cyre Trilogy Group are accusing each other of misleading investors in their battle over the management of four Austgrowth Property Tru...

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Accounting

Accountants must start diversifying away from compliance work and into wealth creation and financial services, says Institute of Public Accountants general manager Vicki ...

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Editorial

Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...

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Editorial

While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...

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Financial planning

Younger financial planners are snapping up C & D client lists from established practices and treating them as a referral source, according to NAB Financial Planner Bankin...

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Editorial

In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...

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Financial planning

AMPFS boss says the Financial Planning Association's control of CFP designation hands it an advantage....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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