INSURANCE

Financial planning

Sealcorp has recently approved some changes to the investment menu of its master trust and wrap platform Asgard, including splitting off hedge funds, absolute return fund...

Financial planning

An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...

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

The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...

Financial planning

IWL has added Boss life research to its Visiplan financial planning software as part of the full integration of Llink, the planning software of Accompli Technologies whic...

Financial planning

Financial planning dealer group Garrisons has completed its march across Australia, with the recent addition of a financial planning practice in its final frontier, the N...

Financial planning

National Wealth Management will export its Australian capabilities in adviser service platforms to the UK, launching a new platform product to spur expansion in the marke...

Editorial

Suncorp Metway has recorded a slight profit increase in the six months to December last year, despite a sharp drop in the performance of its wealth management division....

Financial planning

The Australian Securities and Investments Commission (ASIC) has issued 13 interim stop orders as a result of its ongoing surveillance of the new product disclosure regime...

Life/Risk

The chief executive of the Financial Planning Association (FPA), Ken Breakspear, flew to London last week in the hope of clinching a deal to set up the association’s own ...

Financial planning

The Money Management/Dexx&r Adviser Choice Risk Awards are the result of representatives from both groups meeting with a panel of advisers and experts active in the risk ...

Financial planning

The risk industry has for some time been under pressure to perform and, as Jason Spits writes, risk writers have strong opinions about what is right, what is wrong and wh...

Financial planning

When an investment burns to the ground, what happens to investors’ money? Prue Moodie reports....

Financial planning

The market for financial advice in Europe is highly fragmented according to a report by independent market analyst Datamonitor, with the UK leading the way in the indepen...

Life/Risk

A wholesale revamp of Australian Casualty and Life’s (AC&L) Protection Plan insurance offering has seen the AXA owned group take out Money Management’s inaugural Risk Awa...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 4 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 5 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 6 days ago