IFSA

Financial planning

The Investment & Financial Services Association (IFSA) has refuted claims that it is holding formal talks to merge its external complaints resolution scheme. However, Mon...

Financial planning

Australian Stock Exchange executives are busy gathering feedback from fund managers and other users of the all ordinaries index which could result in a major shake-up of ...

Financial planning

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) are in discussions with a view to merging their external complaints ...

Financial planning

IFSA’s first comprehensive financial services conference will kick off on Monday evening, July 19 and run through until 5pm Wednesday July 21 at Melbourne’s Convention Ce...

Financial planning

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

Financial planning

In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...

Financial planning

New codes which identify parties to electronic commerce transactions are being developed for financial planners....

Financial planning

The 1998-99 financial year has just ended. As funds managers begin to write their entries for their investor and holding company annual reports, no doubt there will be so...

Financial planning

In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...

Financial planning

Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....

Financial planning

Nearly two years after the Wallis Inquiry, the long awaited reforms to the regulation of the nation’s financial markets are at last on the home stretch, with the release ...

Financial planning

Fund managers' efforts to become single responsible entities are being paralysed by government inaction....

Financial planning

According to IFSA’s industry statistics, there are about 9 million Australians who have life insurance or managed investment savings that will be affected by the business...

Financial planning

The financial services industry breathed a collective sigh of relief following the the announcement by Treasurer Peter Costello that the government will take Ralph Review...

Financial planning

After a long drought, some showers of blessings have finally rained down on the savings industry. The shower was in the form of a press release on the taxation of collect...

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MARKET INSIGHTS

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

1 day 23 hours ago

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

3 weeks ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 6 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 1 day 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 ...

21 hours 34 minutes ago

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...

18 hours 38 minutes ago