FINANCIAL PLANNING

INDUSTRY NEWS

Australia may have escaped the brunt of the global financial crisis, but as Janine Mace discovers, changes in the financial services industry on an international level me...

INDUSTRY NEWS

As the world looks to right the wrongs of the global financial crisis, one major problem still needs to be tackled by the wealth management sector - consumer confidence....

INDUSTRY NEWS

The wrong assumptions are being made about fund managers and their approach to risk by those using tracking error, according to Russell Investments’ portfolio manag...

INDUSTRY NEWS

A forward-looking supervision action plan tailored to respective financial institutions is the centrepiece of APRA’s successful approach to supervision, according t...

INDUSTRY NEWS

Abacus Property Group has arranged new debt facilities amounting to $536 million....

INDUSTRY NEWS

A successful acquisition of AXA Asia Pacific by National Australia Bank (NAB) would have a far more significant impact on the use of platforms by financial planners than ...

INDUSTRY NEWS

Online information portals could be powerful tools for advisers to engage their clients in the difficult discussion of risk insurance, and two such portals were recently ...

INDUSTRY NEWS

Fund managers and research houses have come under fire for relying too heavily on benchmarks when constructing portfolios....

INDUSTRY NEWS

Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...

INDUSTRY NEWS

Perennial points to tactical advantage in face of bond market overreaction....

INDUSTRY NEWS

Research firm CoreData has warned changes to adviser remuneration in the UK may see many consumers priced out of the market, with the group identifying a fee ceiling of 1...

INDUSTRY NEWS

IG Markets and CMC Markets dominate a growing CFD sector....

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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 3 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 4 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 1 day ago