FINANCIAL PLANNING

INDUSTRY NEWS

AIA Group has refuted speculation that its Australian operation is for sale....

INDUSTRY NEWS

Praemium gains 20 per cent stake in partner in lieu of payments....

INDUSTRY NEWS

UBS Wealth Management’s head of investment strategy George Boubouras has given a vote of no confidence in Labor’s ability to navigate a full three-year term....

INDUSTRY NEWS

Former union official and Labor Party heavyweight, Bill Shorten named as new Assistant Treasurer and Minister for Financial Services....

INDUSTRY NEWS

Half of advisers are incorrectly classifying term deposits as cash, according to PIMCO research....

INDUSTRY NEWS

Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...

INDUSTRY NEWS

BT Financial Group outpaced its peers over the 12 months to 30 June, 2010, commanding the lion’s share of growth in both funds under management and new inflows....

INDUSTRY NEWS

Structural reform taking place in the financial advice industry is putting downward pressure on financial planning practice sale values....

INDUSTRY NEWS

There is not enough detail about the annual opt in reform to take a stand for or against it, although it may be appropriate for ‘inactive’ clients, according ...

INDUSTRY NEWS

Macquarie Adviser Services and Supercorp Technology have integrated software to automate and streamline self-managed super fund (SMSF) transaction data....

INDUSTRY NEWS

The lending solutions arm of Lonsdale Financial Group, Lonsdale Finance Choice (LFC), has entered into a joint venture agreement with Melbourne-based finance and leasing ...

INDUSTRY NEWS

AMP Capital Investors is to acquire the $80 million RBS Social Infrastructure Trust, which will be known as the AMP Capital Community Infrastructure Fund once AMP Capital...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 5 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 2 days ago