SOFTWARE

Financial planning

The term "Jack of all trades and master of none" has, depending on your standpoint, two meanings. Traditionally, it is a sapient caution against the downside of spreading...

Financial planning

Microsoft's assault on financial services distribution has continued with the signing of agreements with some of the biggest players in the US market....

Financial planning

Everyone knows what a lemming is. They’re small, cute, rodent-like creatures who live far up north in very cold climates. Every few years or so, they run like mad at a cl...

Financial planning

Colonial is to slash its retail product range as part of the rationalisation following the mergers with Legal & General and Prudential....

Financial planning

There has long been a saying around the financial planning and funds management traps over the years that if the major banks ever got their act together, they'd probably ...

Financial planning

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Financial planning

The financial planning community strongly supports the introduction of a goods and services tax in Australia, according to a recent survey. ...

Financial planning

Financial planners could be selling equities without having to go through a broker within the next 12 months....

Financial planning

One of the pioneers of on-line financial services in Australia, AssetWare, is poised to become the country's largest independent research group following its proposed lis...

Financial planning

With 1999 already tipped as the year of the millennium bug, companies around the world are scrambling to get ahead of the problem. And some Australian financial planning ...

Financial planning

Colonial has long had a place in the sun as the dominant distributor of financial service products in Fiji. But Colonial’s recent strong growth in the Fijian insurance ma...

Financial planning

A UK-based software developer whose largest project is the AMP Adviser Workbench software has confirmed it is being sued by a major British financial institution for non-...

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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 ...

2 weeks 1 day 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 ...

2 weeks 2 days ago
gonski

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

2 weeks 2 days ago

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

2 weeks 1 day ago

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

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. ...

2 weeks 4 days ago