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Financial Planning

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
Researcher van Eyk has added separately managed account (SMA) data to its online research and portfolio tool, iRate.

AFA to recognise best adviser and best practice

LAURA MILLAN  |  THURSDAY, 5 JUN 2014
The Association of Financial Advisers (AFA) has divided the traditional Adviser of the Year Award into two and will now recognise the best individual adviser and the best advice practice.

Crowe Horwath and Findex in acquisition talks

LAURA MILLAN  |  WEDNESDAY, 4 JUN 2014
Financial Index Wealth Accountants (Findex) is likely to acquire Crowe Horwath after it signed a process agreement to buy all of its shares.

Federal Court reduces Wealthsure compensation

STAFF WRITER  |  TUESDAY, 3 JUN 2014
The Federal Court has reduced the compensation amount that Wealthsure will need to pay to two of its former clients.

Crowe Horwath to announce buyout proposal

LAURA MILLAN  |  TUESDAY, 3 JUN 2014
Crowe Horwath has requested a trading halt on the Australian Securities Exchange (ASX) and will soon provide an update on discussions regarding acquisition proposals.

New FoFA will not bring back old commissions: FactCheck

STAFF WRITER  |  MONDAY, 2 JUN 2014
Changes to the Future of Financial Advice (FoFA) legislation will not bring back old-style commissions, ABC's FactCheck program said, contradicting shadow Treasurer Chris Bowen.

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
The increasingly concentrated Australian financial services industry is about to be shaken by a merger that will position an independent provider on the front row for the first time in years.

CBA does not address "sketchy" info allegations

LAURA MILLAN  |  THURSDAY, 29 MAY 2014
Commonwealth Bank (CBA) has failed to address allegations by the Senate Economics Committee that it provided "sketchy" and insufficient information to the inquiry into the Australian Securities and Investments Commission (ASIC) in statement released ...

AFA upgrades Female Excellence award with business scholarship

LAURA MILLAN  |  THURSDAY, 29 MAY 2014
The Association of Financial Advisers (AFA) has opened nominations for the 2014 Female Excellence in Advice Award, which this year includes a master class for finalists at the Macquarie Graduate School of Management (MGSM).

CBA and ASIC "sketchy" info delays inquiry conclusion

LAURA MILLAN  |  WEDNESDAY, 28 MAY 2014
Last minute developments have forced the Senate Economics Committee to delay the tabling of its final report in the inquiry into the Australian Securities and Investments Commission (ASIC).