RISK MANAGEMENT

Financial planning

Local financial services software producer, Classic Solutions is set to expand operations into the US market after a hefty injection of venture capital....

Financial planning

Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....

Financial planning

Property syndicates might have suffered the slings and arrows of rising interest rates, but David Davies argues their potential for capital gain means they are still very...

Funds management

BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature....

Financial planning

This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...

Financial planning

Fledgling Internet company Intracorp has beaten out several bidders to buy finan-cial planning research and training group IntegraTec....

Financial planning

Lowell Capital Ltd, the boutique Melbourne accountancy group will expand into financial planning by early next year according to managing director Paul Cowan....

Policy & Regulation

Content Capital, one of the two companies granted a license to raise up to $20 mil-lion in concessional capital for investments in films, has announced its first project....

Financial planning

Financial services organisations are increasingly focussing their efforts on attract-ing the ‘pink dollar’. ...

image
Financial planning

Legal skills are not the monopoly of lawyers. They can, and should, be developed by financial planners if they wish to stand alongside other professionals such as lawyers...

Financial planning

After months of wrangling, Consolidated Financial Services (CFS) has launched a prospectus to list in October and raise $1.4 million, nearly 12 months after the initial p...

Financial planning

Financial planners may have a far higher success rate than most other small businesses, but there’s still plenty of room for improvement. Zilla Efrat asks some of the ind...

Financial planning

Financial planning group Hampel Financial & Insurance Services has joined the Associated Planners camp in South Australia....

Financial planning

<B>Name: </B>Norm Whyte <B>Job title: </B>Proper authority holder<B> Dealer group: </B>Professional Investment Services<B> ...

Financial planning

A far reaching recent court judgement is being viewed as a wake-up call for financial planning dealer groups, highlighting the need to keep an eagle eye on their adviser ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

3 weeks 3 days 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 ...

3 weeks 4 days ago
gonski

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

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago