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Financial planning
The Financial Planning Association (FPA) has admitted that its membership base suffers serious weaknesses in the key areas of disclosure, training, risk management and ad...
Financial planning
Australia’s major industry associations have welcomed the Government’s push to give regulators sweeping new powers to police the $520 billion superannuation industry with...
Financial planning
Glebe Asset Management has released a revised ethical investment charter, outlining it’s future direction in regard to socially responsible investment (SRI)....
Financial planning
Crest Financial Services is the result of a successful merger of three specialist planning practices. BARBARA MESSER looks at why they were finalists in this year’s Telst...
Financial planning
Rising prices and changes to product design are front of mind in the risk insurance industry, JOHN WILKINSON found....
Financial planning
Snowball Financial Planning has secured its third arrangement to provide financial services and advice to an employer group in the last month, announcing today that it is...
Editorial
In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...
Financial planning
The Association of Superannuation Funds of Australia’s (ASFA) chief executive Philippa Smith says the Australian Prudential Regulation Authority’s (APRA) claims recently ...
Editorial
Despite the emphasis placed on the importance of asset allocation, DOMINIC McCORMICK thinks traditional wisdom on what constitutes strategic asset allocation leaves a lot...
Superannuation
GIVEN the extremely strong growth in numbers and assets held in DIY superannuation funds, particularly self-managed superannuation funds (SMSF), it is surprising that so ...
Financial planning
MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...
Financial planning
Assirt has released the findings of its six-monthly review of Perpetual Investments (PI), this time including the rating of two new sectors – the Alpha Quant Shares and A...
Financial planning
Melbourne-based Crewe Consulting has launched an expansion program and re-branded the dealer group to Certainty Financial....
Financial planning
The wealth management group formed by Westpac’s acquisition of Rothshild Australia Asset Management (RAAM) will be known as Sagitta Wealth Management Limited....
Financial planning
PROFESSIONAL Investment Services (PIS) will further integrate its accountancy consolidator business Professional Accountants Limited (PAL) into the planning business, aft...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....