Financial Planning

Ord Minnett has brushed aside the wreckage of last month's tech stock shakeup to emerge with Australia's first big technology...

Wholesale fund manager UBS Asset Management (UBSAM) has lowered the entry figure for access to its funds while also introducing...

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services.Wes McMaster has relinquished his...

AustChoice has pulled out of its deal to acquire Consolidated Financial Services (CFS), managing director Roger Gumley has told Money...

Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions...

Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities...

The Australian Securities and Investments Commission (ASIC) is firing up its ef-forts to discourage investors from investing in dodgy tax...

The recently announced mega-mergers in our industry have made me wonder is bigger better, and if so for whom? ASIC...

The Australian Securities and Investments Commission (ASIC) has relaxed its policy on sending life insurance applications electronically.The Australian Securities and...

Asset managers will need to switch their focus from pre-tax to post-tax returns on equity funds following the introduction of...