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Julie Bennett
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27 Apr
In an attempt to woo a new generation of clients, RetireInvest has launched FutureWealth a service aimed at helping Australians of all ages build wealth....
27 Apr
Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...
27 Apr
National Australia and the Commonwealth will soon own one-fifth of the financial planning industry....
27 Apr
Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the Family Law Legislation Amendment (Sup...
27 Apr
People retiring next financial year could find their superannuation payouts hit hard by the Timor Medicare surcharge...
19 Apr
The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...
18 Apr
Investment performance is low on an adviser's list when it comes to selecting an investment institution, according to Assirt's 1999 Market Trends survey....
18 Apr
Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the introduction of the Family Law Legisl...
13 Apr
Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...
Analysis by this author
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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
1 week 5 days ago
A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...
3 weeks 4 days ago
WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...
2 weeks 2 days ago
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...