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Financial planning
Web-based risk profiling system, ProQuest is now fully integrated with Sealcorp’s on-line adviser services portal, adviserNET following the signing of an agreement betwee...
Financial planning
Fund managers with a growth style are poised to make a comeback according to Alliance Capital senior vice-president Guru Baliga....
Financial planning
IntegraTec Training launched its new adviser training service today, OnTrack, an online continuing education solution for financial planners....
Financial planning
The Securities Commission has recommended that the New Zealand government should make significant changes to laws governing investment advisers....
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
When you’re on a good thing, stick to it. JOHN WILKINSON spoke to State Trustees’ new managing director Libby Lomas....
Financial planning
Zurich Financial Services Australia former chief operating officer John Butler has become chief executive officer (CEO) effective immediately, following the decision by f...
Financial planning
The Australian Securities and Investments Commission (ASIC) has issued its first ever license under the Financial Services Reform Act (FSR), with the first cab off the ra...
Funds management
AXA retail funds and superannuation marketing national manager Mick O’Brien has become the group’s new chief investment officer (CIO) after AXA decided to combine the rol...
Funds management
The Commonwealth Bank (CBA) and Colonial First State have rolled their respective asset management divisions into one despite earlier assurances that such a move would no...
Financial planning
The Ethical Investment Company of Australia (EICA) has signed an agreement with ACTU Member Connect to provide ethical financial planning services to its union members....
Financial planning
The Financial Planning Association (FPA) has renewed its calls for a public inquiry into the issue of Australians’ poor savings record, in the wake of Democrat Senator Al...
Superannuation
NRMA Financial Management plans to double its funds under management to $2.4 billion in the next two years with the help from the group’s retiree market push, ClearView R...
Financial planning
A recent survey by financial services software specialist Esprit Information Technology has found technology is not always a solution for many financial services industry...
Financial planning
Fund managers can breathe a sigh of relief now that the Securities Commission has decided not to review their practices, however financial planners aren't so lucky...
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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...