Financial Planning

As advisers head into the new financial year, looking for the silver lining on last year's grey clouds, unusual facts...

1. Name: Norm Whyte2. Job title: Proper authority holder3. Dealer group: Professional Investment Services1. Name: Norm Whyte2. Job title: Proper...

Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund.Macquarie Technology Funds Management and...

The FPA says it has been overwhelmed with the response to its new CFP profes-sional education program. The course, which...

Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may...

Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of...

Should fund managers and advisers see do-it-yourself investors as a threat or an opportunity?Should fund managers and advisers see do-it-yourself...

Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to...

Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure...

Ipac Securities has entered the South African market with the pur-chase of a 50 per cent stake in the unit...