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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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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...