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FINANCIAL PLANNERS
Financial planning
Ex-head of financial services at St George Bank, Paul Kofod, will join Commonwealth Bank as Head of Private Banking....
Financial planning
Citigroup Asset Management has warned financial planners, in light of the war in Iraq and a continued global downturn, of the importance in highlighting to clients the lo...
Financial planning
Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...
Financial planning
Financial services education and compliance provider Integratec will expand into stockbroking education following Bell Potter Securities joining its online continuing pro...
Financial planning
APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...
Financial planning
The Alternative Investment Management Association (AIMA) is to launch a series of forums in a bid to educate financial planners on the merits of investing in hedge funds ...
Financial planning
The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...
Financial planning
Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Financial planning
St George Margin Lending (SGML) can now approve applications for its margin lending products online in less than two minutes via its marketing and administrative software...
Financial planning
The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....
Financial planning
Shortly after Bendigo Bank opened its first community branch in 1998, the bank decided it needed a financial planning arm to complement the range of services on offer. No...
Financial planning
The vast majority of financial planners believe the recent release of a damning report into the quality of financial planning advice will have a harmful effect on the pub...
Financial planning
Support for disclosure obligations under the Financial Services Reform Act (FSRA) is high, according to a Securities Institute survey, which shows only 13 per cent of adv...
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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...