CHIEF EXECUTIVE

Editorial

Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....

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Editorial

The appointment of Mark Rantall as the new FPA chief executive comes amid revelations of disagreements in the boardroom....

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Financial planning

Australian financial institutions are still under represented in emerging Asian markets, while merger and acquisition activity is set to increase globally....

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Financial planning

The UK regulatory system will be overhauled, and the Financial Services Authority - the UK's version of the Australian Securities and Investments Commission - will be abo...

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Superannuation

Superannuation should be included in the paid parental leave scheme discussions currently before the Senate, according to Investment and Financial Services Association (I...

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Financial planning

Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....

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People & Products

Financial Planning Association (FPA) chair Julie Berry has acknowledged the appointment of incoming FPA chief Mark Rantall was conducted by a three-person sub committee o...

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Financial planning

The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....

Life/Risk

The Australian Catholic Superannuation & Retirement Fund (ACSRF) has introduced changes to its insurance offering for members to provide greater benefits and flexibility ...

Financial planning

Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...

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Financial planning

Financial Index Australia has nabbed Canberra-based firm Civic Financial Planning from Securitor....

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Financial planning

Cromwell Group has moved to acquire Orchard Funds Management....

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Financial planning

Financial Planning Association (FPA) chair Julie Berry has defended the association's board conventions and protocols in light of a public protest issued by one of its fo...

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Financial planning

Lonsdale practices restructure in pursuit of cost savings....

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Financial planning

The National Information Centre on Retirement Investments has called on the Government to fund an equity release information centre to provide general financial and legal...

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MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 days 23 hours ago