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Financial planning
XPLAN Technology has launched a full suite of financial planning tools based entirely on the Internet, making it the second group to do so after IWL placed part of its ma...
Financial planning
The directors of Permanent Trustees Company and the Trust Company of Australia have announced they have agreed to a merger of the two groups creating a single entity with...
Financial planning
A former securities representative has been banned for life from the securities industry by the Australian Securities and Investments Commission (ASIC) for transferring c...
Financial planning
TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
Independent, small planning businesses and dealer groups have asked for a clearer set of compliance processes under the Financial Services Reform Act (FSRA), removing wha...
Financial planning
The Australian Stock Exchange (ASX) has signed a heads of agreement with fund administration software provider, InfoComp, as part of its bid to launch its much awaited un...
Financial planning
THE ASSOCIATION of Financial Advisers (AFA) has negotiated a deal to find insurance cover for its members through the London-based Lloyds group in order to bypass the wor...
Life/Risk
American International Assurance (Australia) (AIA) launched Women’s SmartCover, a female crisis assistance benefit, this month. This introduction of a targeted women’s pr...
Financial planning
Queensland-based stockbroking business Wilson HTM completely recreated its business in 1996, because it had to. Now six years later, it has bedded down the introduction o...
Financial planning
WHILE growth for Trinity Financial Services may have slowed in the past 12 months, the group has managed to achieve 40 per cent growth per annum for the past four years, ...
Financial planning
ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...
Financial planning
The majority of high-net worth individuals reject the financial planning qualifications available from Australia’s major professional associations when it comes to choosi...
Financial planning
INVESTOR Security Group (ISG) owner and director Robert Keavney has teamed up with Malcolm Turnbull to launch a new planning group aimed at the high-net-worth end of the ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...