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Financial planning
The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...
Financial planning
The Treasury's two 'best interest' duty options, offered up to the Future of Financial Advice Peak Consultation Group for discussion, have been met with a mixed response....
Financial planning
MDS Financial Group has acquired the key advisory and trading assets of collapsed MINC Financial Services....
Policy & Regulation
The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...
Superannuation
Financial planning software providers are hotly competing for superannuation fund clients....
Financial planning
The Trust Company has reported an increase in operating earnings before interest, tax and depreciation (EBITDA) of 13 per cent to $17.7 million for its financial year end...
Financial planning
Strong boutique inflows and retail sales at Challenger have boosted the group's assets under management to $27 billion....
Financial planning
The Charter Hall Retail REIT is closer to expanding its Australian asset base with the completion of the sale of 15 properties in its non-core New Zealand portfolio....
Financial planning
Superannuation funds looking to merge have been urged to push the issue of continuing capital gains tax relief for merged funds with the Government, in light of the actua...
People & Products
Bank of Queensland (BOQ) managing director and chief executive David Liddy will not seek to extend his contract after it expires at the end of the year, according to BOQ ...
Editorial
With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...
Financial planning
Making flood insurance compulsory or coming up with a common definition of flood will not necessarily mean that insurers will offer it - nor will it make insurance more a...
People & Products
The Association of Financial Advisers (AFA) has appointed Wealth Enhancers financial adviser Sarah Riegelhuth to chair its 2011-2012 GenXt Committee....
Financial planning
The National Institute of Accountants and The Tax Institute have appealed to the Government to relax the strict conditions around contributions caps in the upcoming Feder...
Funds management
Using direct property within a balanced SMSF portfolio could help manage longevity risk by providing good returns with lower volatility, according to Charter Hall and Str...
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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....