Financial Planning

A financial adviser was banned, another had his operation shut down, and a superannuation scheme promoter jailed for 18 months...

All the trouble Perpetual Investments went to set up its Dublin-based international funds management operation looks to be paying off,...

Despite recent criticism by the corporate regulator, financial planners have won a major concession that will allow them to recommend...

A former National Australia Bank (NAB) authorised representative from the New South Wales Central Coast has been charged with eight...

Australian Wholesale Funds Marketing (AWFM) is planning to apply for a retail licence to enable it to offer two overseas...

DeutscheAsset Management, Platinum Asset Management and Alliance Bernstein have made some hard ground in the bid for new mandates, while...

Aggressive and misleading advertisingThe Australian Securities and Investments Commission (ASIC) was concerned that much of the advertising for high yield...

Assets run by employee-owned fund managers rose by 33 per cent to reach $100 billion over 2004-05, research has revealed.The...

A new project will examine the value of independent advice and seek to determine the number of Australian financial planners...

Fewer people are willing to change superannuation funds now than before the introduction of choice, but almost one in four...