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Financial planning
Australian Unity Investments will be winding up its High Yield Mortgage Trust via a series of payments over the next three years....
Financial planning
If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....
Financial planning
Changes to the delivery of intra-fund financial advice preclude recommendations to consolidate superannuation accounts or move from one fund to another, but still fall sh...
Financial planning
Self-managed superannuation fund (SMSF) specialist Multiport has partnered with dealer group InterPrac to provide daily administration, compliance and reporting services ...
Financial planning
Three industry executives have launched a networking site for investment professionals in an attempt to end opaque and unscrupulous behaviour surrounding investment recom...
Financial planning
Research and ratings house van Eyk has gone digital with the launch of a new iPad app, The van Eyk View - a monthly version of van Eyk's long-running client newsletter....
People & Products
FMD Financial has announced its successful merger with FMD Group member Reynolds Williams and Associates and the appointment of former Perpetual Private Wealth executive ...
Financial planning
Van Eyk has acquired financial services consulting firm the Encore Group for an undisclosed sum....
Financial planning
Concern for the global investment market has deepened over the past year, as European sovereign debt and slow growth in China continues to drive market volatility, accord...
Financial planning
Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...
Financial planning
The Australian annuities market is tipped to reach $2 billion by the end of the 2011 calendar year, making it the biggest-selling year for annuities since 2004, according...
Life/Risk
Suncorp has purchased AMP's General Insurance Distribution (AMP GID), securing the business for Suncorp for the long term, the two groups announced today....
Financial planning
The board of Australian Financial Services Group (AFS Group) has backed the company's chief executive, Peter Daly, in the face of reports of adverse comments attributed t...
Financial planning
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
Financial planning
Specialist financial services technology provider DST Global Solutions has been named European Asset Servicing Technology Vendor of the Year as part of the eighth annual ...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....