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Financial planning

An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...

Financial planning

Jardine Fleming Capital Partners (JFCP) has hired BT Portfolio Services to provide back office services for its newly established Australian wholesale funds manage-ment b...

Financial planning

Education is shaping up as one of the big financial planning issues over the next couple of years. But the debate has shifted. No longer do people argue over the benefits...

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Mercantile Mutual has rebranded its life insurance broking arm into a dealer group, AustAdvis-ers, in a bid to attract planners seeking a solution to licensing changes sl...

Financial planning

Russell Investment Management has added Turner Investment Partners to its Gateway International Shares fund. Frank Russell says the move is to give the fund exposure to l...

Financial planning

Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

In an episode of the cult television cartoon, The Simpsons, mother Marge buys into a pretzel cart franchise for $500....

Financial planning

The Financial Planners and Insurance Advisers Association (FPIA) needs to in-crease its membership to a least 1,600, if it is to become a truly effective, independent bod...

Financial planning

Awareness of the Internet is now widespread throughout the financial services industry as is the volume of information which comes with the new medium....

Superannuation

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

Financial planning

A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...

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MARKET INSIGHTS

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

13 hours ago

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

4 days 18 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 16 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 19 hours ago